+725.7%
FLEX vs BBY
+0.2%
+725.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -0.9% |
| 7D | +6.4% | +1.2% | +5.2% | +5.9% |
| 30D | -5.9% | +6.8% | -12.7% | -8.3% |
| 3M | -23.5% | +18.7% | -42.2% | -28.7% |
| 6M | +83.7% | +37.3% | +46.4% | +60.3% |
| YTD | +86.5% | +35.3% | +51.2% | +62.2% |
| 1Y | +100.5% | +20.7% | +79.8% | +82.1% |
| 3Y | +469.8% | +39.4% | +430.4% | +370.3% |
| 5Y | +725.7% | -1.5% | +727.1% | +577.8% |
| All | +725.7% | +0.2% | +725.4% | +577.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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