+651.7%
FLEX vs SYY
+87.3%
+564.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.9% | +4.7% | +4.2% |
| 7D | +2.2% | 0.0% | +2.2% | +2.5% |
| 30D | -32.6% | -2.2% | -30.4% | -32.6% |
| 3M | -35.5% | -8.0% | -27.5% | -33.5% |
| 6M | -45.6% | +7.5% | -53.0% | -49.1% |
| YTD | +30.7% | +7.4% | +23.3% | +21.1% |
| 1Y | +28.4% | +4.9% | +23.5% | +20.3% |
| 3Y | +301.7% | +24.1% | +277.6% | +227.8% |
| 5Y | +473.3% | +13.4% | +459.9% | +388.6% |
| 10Y | +651.7% | +87.5% | +564.2% | +355.1% |
| All | +651.7% | +87.3% | +564.5% | +355.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling