+104.7%
FLEX vs WU
-11.3%
+116.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.5% | +6.9% | +4.1% |
| 7D | +7.0% | -0.8% | +7.8% | +6.9% |
| 30D | -5.8% | -1.1% | -4.7% | -5.9% |
| 3M | -24.2% | -1.8% | -22.4% | -25.1% |
| 6M | +90.8% | -23.9% | +114.7% | +84.7% |
| YTD | +89.2% | -20.4% | +109.6% | +83.6% |
| 1Y | +104.7% | -10.6% | +115.3% | +93.2% |
| All | +104.7% | -11.3% | +116.0% | +93.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling