+8,376.7%
FLEX vs SYY
+2,565.9%
+5,810.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.1% | +6.1% | +6.7% |
| 7D | +5.7% | +3.9% | +1.8% | +3.9% |
| 30D | -7.0% | -1.7% | -5.3% | -6.4% |
| 3M | -23.8% | +5.2% | -29.0% | -26.2% |
| 6M | +82.6% | -0.2% | +82.8% | +80.4% |
| YTD | +91.6% | +15.4% | +76.3% | +76.8% |
| 1Y | +100.6% | +5.6% | +95.0% | +91.6% |
| 3Y | +479.8% | +28.9% | +450.9% | +394.3% |
| 5Y | +746.5% | +24.1% | +722.4% | +631.7% |
| 10Y | +1,119.4% | +116.2% | +1,003.1% | +694.3% |
| All | +8,376.7% | +2,565.9% | +5,810.8% | +3,438.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling