+25.5%
FLEX vs PSX
+90.1%
-64.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.2% | +0.6% | +4.2% |
| 7D | +2.2% | -0.4% | +2.6% | +1.8% |
| 30D | -32.6% | -8.1% | -24.5% | -34.2% |
| 3M | -35.5% | +15.9% | -51.4% | -33.0% |
| 6M | -45.6% | +49.4% | -94.9% | -38.7% |
| YTD | +30.7% | +104.7% | -74.0% | +40.9% |
| All | +25.5% | +90.1% | -64.6% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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