+7,917.6%
FLEX vs PSA
+6,843.5%
+1,074.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +2.1% |
| 7D | -0.9% | -3.7% | +2.8% | +0.9% |
| 30D | -10.1% | -7.7% | -2.4% | -6.7% |
| 3M | -31.3% | -0.6% | -30.7% | -32.0% |
| 6M | +71.3% | -0.9% | +72.2% | +70.8% |
| YTD | +81.2% | +18.7% | +62.6% | +64.9% |
| 1Y | +98.5% | +7.6% | +90.9% | +88.5% |
| 3Y | +428.2% | +23.7% | +404.6% | +356.3% |
| 5Y | +657.3% | +13.7% | +643.6% | +566.2% |
| 10Y | +995.9% | +98.9% | +897.1% | +591.3% |
| All | +7,917.6% | +6,843.5% | +1,074.2% | +1,515.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling