+26.0%
FLEX vs PWR
+34.5%
-8.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.4% |
| 7D | +7.5% | +11.3% | -3.8% | -2.5% |
| 30D | -25.3% | -8.9% | -16.4% | -18.2% |
| 3M | -39.7% | -10.5% | -29.2% | -32.5% |
| 6M | -47.9% | -22.2% | -25.7% | -34.3% |
| YTD | +24.1% | +42.7% | -18.6% | -2.6% |
| 1Y | +26.0% | +41.1% | -15.2% | -0.5% |
| All | +26.0% | +34.5% | -8.5% | -0.5% |
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