+726.2%
FLEX vs PSA
+15.2%
+711.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.4% |
| 7D | +7.0% | -0.4% | +7.4% | +7.1% |
| 30D | -5.8% | -8.2% | +2.4% | -3.3% |
| 3M | -24.2% | -2.1% | -22.1% | -24.5% |
| 6M | +90.8% | -0.2% | +91.0% | +88.7% |
| YTD | +89.2% | +18.5% | +70.7% | +76.9% |
| 1Y | +104.7% | +6.6% | +98.1% | +97.6% |
| 3Y | +478.1% | +24.5% | +453.6% | +410.9% |
| 5Y | +726.2% | +13.6% | +712.6% | +670.0% |
| All | +726.2% | +15.2% | +711.0% | +670.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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