+1,616.9%
BE vs FLEX
+254.4%
+1,362.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.6% | -1.2% | 0.0% |
| 7D | -14.7% | -19.3% | +4.6% | 0.0% |
| 30D | -40.5% | -41.5% | +1.0% | -12.3% |
| 3M | -24.3% | -43.1% | +18.8% | +14.4% |
| 6M | -39.3% | -48.2% | +8.9% | +0.1% |
| YTD | +99.4% | +15.5% | +83.9% | +69.2% |
| 1Y | +26.6% | +10.2% | +16.4% | +12.2% |
| 3Y | +1,616.9% | +256.8% | +1,360.1% | +593.9% |
| All | +1,616.9% | +254.4% | +1,362.6% | +593.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling