+614.8%
FLEX vs BIL
+26.1%
+588.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.1% | -3.9% |
| 7D | +7.5% | +0.1% | +7.4% | +7.8% |
| 30D | -25.3% | +0.3% | -25.6% | -24.2% |
| 3M | -39.7% | +1.0% | -40.6% | -37.1% |
| 6M | -47.9% | +1.9% | -49.7% | -43.6% |
| YTD | +24.1% | +3.2% | +20.9% | +37.3% |
| 1Y | +26.0% | +3.7% | +22.2% | +40.6% |
| 3Y | +282.7% | +13.8% | +268.9% | +405.3% |
| 5Y | +424.2% | +20.3% | +403.9% | +827.2% |
| All | +614.8% | +26.1% | +588.7% | +1,601.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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