+5,470.8%
FLEX vs BEN
+1,387.1%
+4,083.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.8% | -3.4% |
| 7D | -13.6% | +12.1% | -25.8% | -19.4% |
| 30D | -36.5% | +13.4% | -49.9% | -40.9% |
| 3M | -36.4% | +9.4% | -45.8% | -39.6% |
| 6M | -46.5% | +19.3% | -65.7% | -51.7% |
| YTD | +25.9% | +57.3% | -31.3% | -4.4% |
| 1Y | +19.6% | +69.1% | -49.6% | -13.2% |
| 3Y | +287.0% | +85.6% | +201.4% | +155.3% |
| 5Y | +466.6% | +32.9% | +433.7% | +346.9% |
| 10Y | +626.9% | +58.3% | +568.6% | +371.1% |
| All | +5,470.8% | +1,387.1% | +4,083.7% | +788.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling