+640.4%
FLEX vs WU
-36.4%
+676.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.3% | +12.3% | +12.1% |
| 7D | -7.2% | +9.1% | -16.2% | -10.7% |
| 30D | -34.8% | +12.1% | -46.9% | -38.1% |
| 3M | -35.6% | +0.3% | -35.9% | -36.6% |
| 6M | -45.0% | -19.1% | -25.9% | -42.2% |
| YTD | +29.4% | -19.2% | +48.6% | +34.2% |
| 1Y | +24.8% | -15.3% | +40.1% | +26.5% |
| 3Y | +304.4% | -21.3% | +325.7% | +310.6% |
| 5Y | +484.1% | -41.7% | +525.7% | +567.5% |
| 10Y | +640.4% | -36.0% | +676.4% | +672.3% |
| All | +640.4% | -36.4% | +676.8% | +672.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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