+726.2%
FLEX vs WU
-51.1%
+777.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.5% | +6.9% | +4.9% |
| 7D | +7.0% | -0.8% | +7.8% | +7.1% |
| 30D | -5.8% | -1.1% | -4.7% | -5.7% |
| 3M | -24.2% | -1.8% | -22.4% | -25.3% |
| 6M | +90.8% | -23.9% | +114.7% | +100.6% |
| YTD | +89.2% | -20.4% | +109.6% | +95.3% |
| 1Y | +104.7% | -10.6% | +115.3% | +102.3% |
| 3Y | +478.1% | -27.7% | +505.8% | +500.2% |
| 5Y | +726.2% | -51.1% | +777.3% | +902.9% |
| All | +726.2% | -51.1% | +777.3% | +902.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling