+104.7%
FLEX vs USAR
+29.1%
+75.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.1% | +4.3% |
| 7D | +7.0% | +2.3% | +4.7% | +6.5% |
| 30D | -5.8% | -8.6% | +2.8% | -4.5% |
| 3M | -24.2% | -20.5% | -3.7% | -22.2% |
| 6M | +90.8% | +1.2% | +89.6% | +90.1% |
| YTD | +89.2% | +48.4% | +40.8% | +83.8% |
| 1Y | +104.7% | +30.6% | +74.1% | +105.6% |
| All | +104.7% | +29.1% | +75.6% | +105.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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