+1,133.5%
BSX vs FLEX
+7,523.3%
-6,389.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.6% |
| 7D | +2.0% | -0.9% | +2.9% | +2.2% |
| 30D | +0.1% | -10.1% | +10.3% | +1.7% |
| 3M | -2.1% | -31.3% | +29.2% | +2.6% |
| 6M | -33.8% | +71.3% | -105.1% | -41.8% |
| YTD | -49.9% | +81.2% | -131.1% | -56.4% |
| 1Y | -55.4% | +98.5% | -153.9% | -62.1% |
| 3Y | -10.9% | +428.2% | -439.1% | -37.3% |
| 5Y | +6.4% | +657.3% | -650.9% | -30.5% |
| 10Y | +97.0% | +995.9% | -898.9% | +14.8% |
| All | +1,133.5% | +7,523.3% | -6,389.8% | +323.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling