+33.2%
BE vs FLEX
+18.3%
+14.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.7% | -1.7% | -2.4% |
| 7D | -13.4% | -13.6% | +0.3% | -3.4% |
| 30D | -33.9% | -36.5% | +2.6% | -8.1% |
| 3M | -12.0% | -36.4% | +24.5% | +22.9% |
| 6M | -29.0% | -46.5% | +17.5% | +13.5% |
| YTD | +113.4% | +25.9% | +87.5% | +49.3% |
| 1Y | +33.2% | +19.6% | +13.6% | -2.0% |
| All | +33.2% | +18.3% | +14.8% | -2.0% |
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