+9,509.3%
STX vs FLEX
+1,028.7%
+8,480.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +12.0% | -2.2% | +4.2% |
| 7D | -14.8% | -7.2% | -7.6% | -11.5% |
| 30D | -35.4% | -34.8% | -0.6% | -21.4% |
| 3M | -37.7% | -35.6% | -2.1% | -24.1% |
| 6M | -35.2% | -45.0% | +9.8% | -15.1% |
| YTD | +84.4% | +29.4% | +55.0% | +57.6% |
| 1Y | +82.3% | +24.8% | +57.5% | +58.4% |
| 3Y | +646.2% | +304.4% | +341.8% | +271.9% |
| 5Y | +487.4% | +484.1% | +3.3% | +143.1% |
| 10Y | +2,071.0% | +640.4% | +1,430.6% | +582.3% |
| All | +9,509.3% | +1,028.7% | +8,480.6% | +1,720.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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