-12.3%
BA vs FLEX
+25.7%
-38.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.6% |
| 7D | -0.6% | +17.1% | -17.6% | -1.9% |
| 30D | -8.0% | -29.5% | +21.5% | -4.9% |
| 3M | -25.8% | -37.3% | +11.5% | -22.5% |
| 6M | -27.6% | -44.1% | +16.5% | -24.3% |
| YTD | -21.0% | +29.3% | -50.3% | -29.0% |
| 1Y | -12.3% | +24.2% | -36.4% | -21.3% |
| All | -12.3% | +25.7% | -38.0% | -21.3% |
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