+7,917.6%
FLEX vs EIX
+952.9%
+6,964.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.2% |
| 7D | -0.9% | -19.1% | +18.2% | +4.3% |
| 30D | -10.1% | -16.9% | +6.8% | -6.4% |
| 3M | -31.3% | -20.0% | -11.3% | -28.0% |
| 6M | +71.3% | -21.3% | +92.6% | +80.3% |
| YTD | +81.2% | -1.7% | +83.0% | +77.2% |
| 1Y | +98.5% | +9.6% | +88.9% | +86.8% |
| 3Y | +428.2% | -3.7% | +431.9% | +408.7% |
| 5Y | +657.3% | +22.6% | +634.7% | +569.5% |
| 10Y | +995.9% | +17.7% | +978.2% | +850.9% |
| All | +7,917.6% | +952.9% | +6,964.8% | +3,295.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling