+1,967.1%
FLEX vs PSX
+1,139.4%
+827.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -0.9% | +4.5% | -5.4% | -2.7% |
| 30D | -10.1% | +26.6% | -36.8% | -18.4% |
| 3M | -31.3% | +39.3% | -70.6% | -40.3% |
| 6M | +71.3% | +56.8% | +14.5% | +39.8% |
| YTD | +81.2% | +101.8% | -20.6% | +32.0% |
| 1Y | +98.5% | +99.6% | -1.1% | +44.7% |
| 3Y | +428.2% | +140.3% | +287.9% | +249.5% |
| 5Y | +657.3% | +339.3% | +317.9% | +270.8% |
| 10Y | +995.9% | +369.9% | +626.1% | +386.0% |
| All | +1,967.1% | +1,139.4% | +827.7% | +618.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling