+1,052.4%
FLEX vs WU
-19.6%
+1,072.0%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.0% |
| 7D | -0.9% | -0.8% | -0.1% | -0.5% |
| 30D | -10.1% | -1.1% | -9.0% | -10.0% |
| 3M | -31.3% | -3.9% | -27.5% | -32.2% |
| 6M | +71.3% | -20.7% | +91.9% | +86.1% |
| YTD | +81.2% | -18.4% | +99.6% | +91.9% |
| 1Y | +98.5% | -8.1% | +106.6% | +93.7% |
| 3Y | +428.2% | -24.2% | +452.4% | +451.1% |
| 5Y | +657.3% | -50.4% | +707.7% | +881.9% |
| 10Y | +995.9% | -40.0% | +1,036.0% | +1,111.8% |
| All | +1,052.4% | -19.6% | +1,072.0% | +811.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling