+1,083.0%
FLEX vs SYY
+112.2%
+970.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -2.6% |
| 7D | +6.4% | -0.2% | +6.6% | +6.4% |
| 30D | -5.9% | -2.7% | -3.1% | -4.6% |
| 3M | -23.5% | +5.9% | -29.3% | -26.6% |
| 6M | +83.7% | -2.3% | +86.1% | +82.9% |
| YTD | +86.5% | +13.1% | +73.4% | +70.4% |
| 1Y | +100.5% | +3.8% | +96.7% | +91.0% |
| 3Y | +469.8% | +26.7% | +443.1% | +367.2% |
| 5Y | +725.7% | +19.4% | +706.2% | +593.9% |
| All | +1,083.0% | +112.2% | +970.7% | +596.3% |
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