+1,060.6%
FLEX vs BBWI
-56.0%
+1,116.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.1% | +7.5% | +5.3% |
| 7D | +7.0% | +1.6% | +5.4% | +6.4% |
| 30D | -5.8% | -6.2% | +0.4% | -4.7% |
| 3M | -24.2% | +4.3% | -28.6% | -26.2% |
| 6M | +90.8% | -7.2% | +98.0% | +90.0% |
| YTD | +89.2% | -3.0% | +92.2% | +84.7% |
| 1Y | +104.7% | -30.8% | +135.5% | +117.5% |
| 3Y | +478.1% | -43.4% | +521.5% | +524.4% |
| 5Y | +726.2% | -66.7% | +792.9% | +891.6% |
| 10Y | +1,060.6% | -55.7% | +1,116.3% | +820.3% |
| All | +1,060.6% | -56.0% | +1,116.5% | +820.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling