-8.0%
BA vs FLEX
+102.8%
-110.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.6% |
| 7D | +1.2% | -0.9% | +2.1% | +1.3% |
| 30D | -11.6% | -10.1% | -1.5% | -10.6% |
| 3M | -2.4% | -31.3% | +29.0% | +1.1% |
| 6M | -6.6% | +71.3% | -77.9% | -17.7% |
| YTD | -2.2% | +81.2% | -83.5% | -15.6% |
| 1Y | -8.0% | +98.5% | -106.5% | -23.5% |
| All | -8.0% | +102.8% | -110.9% | -23.5% |
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