+1,060.6%
FLEX vs BEN
+56.5%
+1,004.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.6% | +4.5% |
| 7D | +7.0% | +4.7% | +2.3% | +4.3% |
| 30D | -5.8% | +2.6% | -8.4% | -7.1% |
| 3M | -24.2% | +11.5% | -35.7% | -28.6% |
| 6M | +90.8% | +35.3% | +55.5% | +61.8% |
| YTD | +89.2% | +48.6% | +40.6% | +51.5% |
| 1Y | +104.7% | +46.7% | +58.0% | +64.4% |
| 3Y | +478.1% | +57.0% | +421.1% | +332.9% |
| 5Y | +726.2% | +41.8% | +684.4% | +534.9% |
| 10Y | +1,060.6% | +55.2% | +1,005.4% | +673.3% |
| All | +1,060.6% | +56.5% | +1,004.1% | +673.3% |
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