+7,917.6%
FLEX vs SUI
+3,467.8%
+4,449.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.7% |
| 7D | -0.9% | -2.8% | +1.9% | +0.5% |
| 30D | -10.1% | -1.2% | -9.0% | -9.8% |
| 3M | -31.3% | -1.7% | -29.6% | -31.8% |
| 6M | +71.3% | -10.5% | +81.7% | +78.2% |
| YTD | +81.2% | -1.8% | +83.1% | +78.9% |
| 1Y | +98.5% | -4.1% | +102.6% | +96.9% |
| 3Y | +428.2% | +11.3% | +417.0% | +364.1% |
| 5Y | +657.3% | -32.1% | +689.4% | +754.3% |
| 10Y | +995.9% | +110.4% | +885.5% | +535.0% |
| All | +7,917.6% | +3,467.8% | +4,449.9% | +966.6% |
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