+1,186.0%
FLEX vs BIL
+30.4%
+1,155.6%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.6% |
| 7D | -0.9% | +0.1% | -1.0% | -0.6% |
| 30D | -10.1% | +0.3% | -10.5% | -9.2% |
| 3M | -31.3% | +0.9% | -32.3% | -29.3% |
| 6M | +71.3% | +1.8% | +69.4% | +81.0% |
| YTD | +81.2% | +2.4% | +78.8% | +94.7% |
| 1Y | +98.5% | +3.7% | +94.8% | +120.9% |
| 3Y | +428.2% | +14.2% | +414.1% | +680.9% |
| 5Y | +657.3% | +19.4% | +637.9% | +1,200.2% |
| 10Y | +995.9% | +25.2% | +970.7% | +2,099.9% |
| All | +1,186.0% | +30.4% | +1,155.6% | +2,422.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling