+52.5%
SOXX vs FLEX
+23.4%
+29.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -12.3% | +9.2% | +2.6% |
| 7D | -13.7% | -17.0% | +3.3% | -6.2% |
| 30D | -23.6% | -33.8% | +10.3% | -8.5% |
| 3M | -16.9% | -39.0% | +22.2% | +3.1% |
| 6M | -2.4% | -15.9% | +13.5% | +7.1% |
| YTD | +49.8% | +27.8% | +22.0% | +29.9% |
| 1Y | +52.5% | +25.0% | +27.6% | +33.6% |
| All | +52.5% | +23.4% | +29.1% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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