+565.2%
FLEX vs BEN
+62.2%
+503.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.7% | -0.1% | +1.9% |
| 7D | -19.3% | +6.6% | -25.9% | -22.3% |
| 30D | -41.5% | +3.8% | -45.4% | -42.7% |
| 3M | -43.1% | +0.2% | -43.3% | -43.1% |
| 6M | -48.2% | +10.4% | -58.7% | -50.9% |
| YTD | +15.5% | +46.2% | -30.7% | -6.6% |
| 1Y | +10.2% | +52.3% | -42.0% | -12.9% |
| 3Y | +256.8% | +65.9% | +190.9% | +159.2% |
| 5Y | +408.2% | +20.6% | +387.7% | +331.4% |
| All | +565.2% | +62.2% | +503.0% | +351.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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