+725.7%
FLEX vs UUUU
+132.1%
+593.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +6.4% | +1.8% | +4.5% | +6.0% |
| 30D | -5.9% | +1.8% | -7.7% | -6.4% |
| 3M | -23.5% | +1.3% | -24.7% | -23.9% |
| 6M | +83.7% | -26.8% | +110.5% | +93.4% |
| YTD | +86.5% | +0.1% | +86.4% | +83.5% |
| 1Y | +100.5% | +11.2% | +89.3% | +87.7% |
| 3Y | +469.8% | +97.7% | +372.2% | +341.8% |
| 5Y | +725.7% | +127.3% | +598.3% | +504.6% |
| All | +725.7% | +132.1% | +593.6% | +504.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling