+849.2%
FLEX vs UUUU
-96.2%
+945.4%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +1.0% | +3.5% |
| 7D | +2.2% | -3.5% | +5.7% | +2.8% |
| 30D | -32.6% | -28.3% | -4.4% | -30.0% |
| 3M | -35.5% | -53.1% | +17.6% | -30.0% |
| 6M | -45.6% | -68.6% | +23.0% | -38.5% |
| YTD | +30.7% | -52.3% | +83.0% | +40.6% |
| 1Y | +28.4% | -55.8% | +84.2% | +38.8% |
| 3Y | +301.7% | -12.3% | +313.9% | +290.6% |
| 5Y | +473.3% | -36.9% | +510.2% | +457.3% |
| 10Y | +651.7% | +388.0% | +263.7% | +471.7% |
| All | +849.2% | -96.2% | +945.4% | +629.2% |
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