+98.2%
FINX vs SPY
+320.9%
-222.7%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.2% |
| 7D | +1.3% | +0.1% | +1.1% | +1.2% |
| 30D | +3.9% | +0.1% | +3.9% | +4.0% |
| 3M | +10.3% | +2.0% | +8.3% | +7.6% |
| 6M | +8.7% | +13.0% | -4.3% | -7.0% |
| YTD | -6.6% | +13.5% | -20.1% | -20.2% |
| 1Y | -17.3% | +20.0% | -37.2% | -34.0% |
| 3Y | +27.2% | +77.2% | -49.9% | -37.8% |
| 5Y | -43.5% | +81.9% | -125.3% | -72.3% |
| All | +98.2% | +320.9% | -222.7% | -60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling