+25.0%
FLEX vs UUUU
-55.1%
+80.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.8% | -11.5% | -12.0% |
| 7D | -17.0% | -14.4% | -2.6% | -11.7% |
| 30D | -33.8% | -33.6% | -0.2% | -22.6% |
| 3M | -39.0% | -44.2% | +5.1% | -24.9% |
| 6M | -15.9% | -66.8% | +50.9% | +21.1% |
| YTD | +27.8% | -50.6% | +78.5% | +62.7% |
| 1Y | +25.0% | -57.8% | +82.8% | +65.1% |
| All | +25.0% | -55.1% | +80.1% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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