+100.5%
FLEX vs SYY
+3.3%
+97.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -1.6% |
| 7D | +6.4% | -0.2% | +6.6% | +6.4% |
| 30D | -5.9% | -2.7% | -3.1% | -5.6% |
| 3M | -23.5% | +5.9% | -29.3% | -25.1% |
| 6M | +83.7% | -2.3% | +86.1% | +80.5% |
| YTD | +86.5% | +13.1% | +73.4% | +87.5% |
| 1Y | +100.5% | +3.8% | +96.7% | +95.5% |
| All | +100.5% | +3.3% | +97.2% | +95.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling