+1,136.6%
BA vs FLEX
+4,545.3%
-3,408.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -13.6% | +11.1% | +0.1% |
| 7D | -0.1% | -28.3% | +28.2% | +6.0% |
| 30D | -9.1% | -45.0% | +35.9% | +0.7% |
| 3M | -28.2% | -45.2% | +17.1% | -20.6% |
| 6M | -23.1% | -30.8% | +7.7% | -21.0% |
| YTD | -20.6% | +10.4% | -31.0% | -26.1% |
| 1Y | -12.7% | +2.3% | -15.0% | -17.8% |
| 3Y | -11.6% | +238.9% | -250.4% | -35.3% |
| 5Y | -23.1% | +386.0% | -409.2% | -47.7% |
| 10Y | +34.4% | +551.1% | -516.7% | -15.6% |
| All | +1,136.6% | +4,545.3% | -3,408.7% | +501.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling