+88.1%
FINX vs SPY
+316.6%
-228.5%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.8% |
| 7D | -2.8% | -0.4% | -2.5% | -2.3% |
| 30D | +0.2% | -1.4% | +1.5% | +2.2% |
| 3M | +9.6% | +3.7% | +5.9% | +4.6% |
| 6M | +3.1% | +13.0% | -9.9% | -11.7% |
| YTD | -11.3% | +12.4% | -23.7% | -23.3% |
| 1Y | -23.0% | +18.5% | -41.5% | -37.6% |
| 3Y | +23.6% | +77.6% | -54.1% | -39.7% |
| 5Y | -45.6% | +81.7% | -127.3% | -73.3% |
| All | +88.1% | +316.6% | -228.5% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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