+10.2%
FLEX vs EIX
+10.4%
-0.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.5% | +7.1% | +4.5% |
| 7D | -19.3% | +1.0% | -20.3% | -19.3% |
| 30D | -41.5% | +9.1% | -50.6% | -41.4% |
| 3M | -43.1% | -10.2% | -32.9% | -42.9% |
| 6M | -48.2% | -11.2% | -37.0% | -48.3% |
| YTD | +15.5% | +4.5% | +11.0% | +24.7% |
| 1Y | +10.2% | +10.9% | -0.7% | +20.6% |
| All | +10.2% | +10.4% | -0.2% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 1y: compounded portfolio wealth divided by compounded EIX 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…
1y analysis · Full analysis span regression · 6 months rolling