+730.0%
FLEX vs BBIO
+42.7%
+687.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.1% | +7.3% | +7.2% |
| 7D | +5.7% | -3.2% | +8.9% | +6.0% |
| 30D | -7.0% | -13.6% | +6.6% | -5.8% |
| 3M | -23.8% | +7.2% | -31.1% | -24.4% |
| 6M | +82.6% | +1.5% | +81.2% | +82.1% |
| YTD | +91.6% | -5.3% | +96.9% | +91.7% |
| 1Y | +100.6% | +37.7% | +62.8% | +93.8% |
| 3Y | +479.8% | +153.9% | +325.9% | +424.0% |
| All | +730.0% | +42.7% | +687.3% | +557.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling