+303.1%
FLEX vs UUUU
-12.8%
+315.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +1.0% | +3.1% |
| 7D | +2.2% | -3.5% | +5.7% | +3.4% |
| 30D | -32.6% | -28.3% | -4.4% | -26.7% |
| 3M | -35.5% | -53.1% | +17.6% | -23.2% |
| 6M | -45.6% | -68.6% | +23.0% | -30.5% |
| YTD | +30.7% | -52.3% | +83.0% | +54.4% |
| 1Y | +28.4% | -55.8% | +84.2% | +52.7% |
| All | +303.1% | -12.8% | +315.9% | +276.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling