-45.6%
FLEX vs SUNB
+15.5%
-61.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.4% | +1.4% | +2.1% |
| 7D | +2.2% | +3.2% | -1.0% | +0.4% |
| 30D | -32.6% | +10.3% | -42.9% | -35.7% |
| 3M | -35.5% | +3.9% | -39.3% | -36.2% |
| 6M | -45.6% | +17.5% | -63.1% | -49.3% |
| All | -45.6% | +15.5% | -61.1% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling