+1,216.3%
FLEX vs UUUU
-92.0%
+1,308.3%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.4% |
| 7D | -0.9% | -1.4% | +0.5% | -0.8% |
| 30D | -10.1% | +16.3% | -26.5% | -11.7% |
| 3M | -31.3% | -16.7% | -14.7% | -30.1% |
| 6M | +71.3% | -33.7% | +104.9% | +78.0% |
| YTD | +81.2% | -0.5% | +81.7% | +79.9% |
| 1Y | +98.5% | +28.9% | +69.6% | +89.6% |
| 3Y | +428.2% | +99.9% | +328.4% | +368.5% |
| 5Y | +657.3% | +135.3% | +522.0% | +543.1% |
| 10Y | +995.9% | +518.4% | +477.5% | +691.7% |
| All | +1,216.3% | -92.0% | +1,308.3% | +832.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling