+45.6%
BMY vs FLEX
+23.4%
+22.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -12.3% | +16.3% | +3.5% |
| 7D | +6.0% | -17.0% | +22.9% | +5.2% |
| 30D | +9.1% | -33.8% | +43.0% | +7.9% |
| 3M | -2.6% | -39.0% | +36.5% | -3.8% |
| 6M | +13.1% | -15.9% | +29.0% | +10.9% |
| YTD | +23.0% | +27.8% | -4.8% | +17.8% |
| 1Y | +45.6% | +25.0% | +20.6% | +38.7% |
| All | +45.6% | +23.4% | +22.1% | +38.7% |
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