+86.1%
FLEX vs BHP
+71.4%
+14.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.3% | +1.2% | +0.6% |
| 7D | +0.1% | -3.7% | +3.8% | +3.5% |
| 30D | -11.8% | -0.8% | -10.9% | -11.8% |
| 3M | -22.6% | +7.6% | -30.2% | -29.2% |
| 6M | +77.3% | +20.8% | +56.5% | +47.2% |
| YTD | +78.8% | +50.8% | +28.0% | +28.6% |
| 1Y | +86.1% | +70.9% | +15.1% | +25.9% |
| All | +86.1% | +71.4% | +14.7% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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