+19.6%
FLEX vs PWR
+28.2%
-8.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -1.3% |
| 7D | -13.6% | -11.2% | -2.4% | -3.2% |
| 30D | -36.5% | -17.4% | -19.1% | -23.9% |
| 3M | -36.4% | -11.7% | -24.7% | -27.8% |
| 6M | -46.5% | -21.7% | -24.8% | -32.2% |
| YTD | +25.9% | +38.3% | -12.3% | +0.6% |
| 1Y | +19.6% | +29.6% | -10.0% | +0.3% |
| All | +19.6% | +28.2% | -8.7% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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