+663.2%
FLEX vs BEN
+39.3%
+623.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.0% | -0.4% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | -10.1% | -0.5% | -9.6% | -9.9% |
| 3M | -31.3% | +9.7% | -41.1% | -34.6% |
| 6M | +71.3% | +33.9% | +37.4% | +46.8% |
| YTD | +81.2% | +49.0% | +32.3% | +45.9% |
| 1Y | +98.5% | +42.1% | +56.4% | +63.2% |
| 3Y | +428.2% | +51.9% | +376.4% | +304.9% |
| All | +663.2% | +39.3% | +623.9% | +472.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling