-48.3%
FINX vs SPY
+72.4%
-120.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.6% |
| 7D | -0.1% | -0.6% | +0.5% | +0.6% |
| 30D | -2.9% | -3.7% | +0.8% | +2.5% |
| 3M | -6.7% | -2.7% | -3.9% | -2.7% |
| 6M | -5.4% | +2.2% | -7.6% | -8.4% |
| YTD | -17.4% | +10.8% | -28.2% | -28.8% |
| 1Y | -23.9% | +11.2% | -35.1% | -34.6% |
| 3Y | +24.0% | +76.5% | -52.5% | -46.9% |
| All | -48.3% | +72.4% | -120.6% | -76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling