+28.4%
FLEX vs BEN
+68.9%
-40.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +2.2% | +7.2% | -4.9% | -2.6% |
| 30D | -32.6% | +14.1% | -46.8% | -38.7% |
| 3M | -35.5% | +9.9% | -45.4% | -39.8% |
| 6M | -45.6% | +17.4% | -63.0% | -51.0% |
| YTD | +30.7% | +57.3% | -26.6% | +0.9% |
| 1Y | +28.4% | +66.9% | -38.6% | -6.3% |
| All | +28.4% | +68.9% | -40.5% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling