+4,785.6%
FLEX vs SUI
+3,583.5%
+1,202.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | +0.7% | -14.3% | -14.0% |
| 7D | -28.3% | +8.8% | -37.1% | -31.7% |
| 30D | -45.0% | +8.9% | -54.0% | -48.1% |
| 3M | -45.2% | +2.0% | -47.3% | -46.8% |
| 6M | -30.8% | -0.6% | -30.2% | -32.9% |
| YTD | +10.4% | +1.3% | +9.1% | +5.4% |
| 1Y | +2.3% | +1.3% | +1.0% | -2.5% |
| 3Y | +238.9% | +16.3% | +222.6% | +186.6% |
| 5Y | +386.0% | -25.1% | +411.1% | +412.3% |
| 10Y | +551.1% | +121.1% | +430.0% | +262.6% |
| All | +4,785.6% | +3,583.5% | +1,202.0% | +528.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling