+1,868.7%
FLEX vs PWR
+7,422.2%
-5,553.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.3% | -1.7% | +2.0% |
| 7D | -19.3% | -12.9% | -6.5% | -14.3% |
| 30D | -41.5% | -22.8% | -18.7% | -34.4% |
| 3M | -43.1% | -19.0% | -24.1% | -37.2% |
| 6M | -48.2% | -31.1% | -17.1% | -38.7% |
| YTD | +15.5% | +28.2% | -12.8% | +7.6% |
| 1Y | +10.2% | +22.2% | -12.0% | +4.7% |
| 3Y | +256.8% | +222.1% | +34.7% | +133.8% |
| 5Y | +408.2% | +364.1% | +44.1% | +185.9% |
| 10Y | +580.8% | +1,864.5% | -1,283.7% | +126.1% |
| All | +1,868.7% | +7,422.2% | -5,553.5% | +223.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling