+614.8%
FLEX vs UUUU
+370.7%
+244.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.8% |
| 7D | +7.5% | -1.1% | +8.5% | +7.8% |
| 30D | -25.3% | -21.0% | -4.3% | -21.6% |
| 3M | -39.7% | -54.8% | +15.1% | -30.1% |
| 6M | -47.9% | -67.3% | +19.5% | -36.3% |
| YTD | +24.1% | -54.7% | +78.8% | +41.7% |
| 1Y | +26.0% | -57.4% | +83.4% | +44.7% |
| 3Y | +282.7% | -19.6% | +302.3% | +266.9% |
| 5Y | +424.2% | -40.0% | +464.3% | +395.7% |
| All | +614.8% | +370.7% | +244.1% | +349.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling