+42.9%
BMY vs FLEX
+101.8%
-58.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.5% |
| 7D | -4.8% | +6.4% | -11.2% | -4.6% |
| 30D | -0.7% | -5.9% | +5.2% | -0.8% |
| 3M | +15.3% | -23.5% | +38.8% | +14.4% |
| 6M | +8.5% | +83.7% | -75.2% | +7.2% |
| YTD | +23.4% | +86.5% | -63.0% | +21.7% |
| 1Y | +42.9% | +100.5% | -57.6% | +38.1% |
| All | +42.9% | +101.8% | -58.9% | +38.1% |
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