+404.0%
BE vs FLEX
+104.7%
+299.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.4% | +5.2% | +6.3% |
| 7D | +29.8% | +7.0% | +22.8% | +23.8% |
| 30D | +26.4% | -5.8% | +32.2% | +32.4% |
| 3M | +9.3% | -24.2% | +33.5% | +35.1% |
| 6M | +105.1% | +90.8% | +14.3% | -1.0% |
| YTD | +219.0% | +89.2% | +129.9% | +56.1% |
| All | +404.0% | +104.7% | +299.3% | +131.8% |
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