+586.2%
FLEX vs BLK
+14,736.0%
-14,149.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.3% |
| 7D | +7.5% | +3.7% | +3.7% | +5.3% |
| 30D | -25.3% | +13.9% | -39.2% | -31.0% |
| 3M | -39.7% | +3.9% | -43.6% | -41.2% |
| 6M | -47.9% | +13.0% | -60.8% | -52.1% |
| YTD | +24.1% | +16.1% | +8.0% | +12.0% |
| 1Y | +26.0% | +16.8% | +9.2% | +13.3% |
| 3Y | +282.7% | +97.7% | +185.0% | +153.4% |
| 5Y | +424.2% | +42.1% | +382.1% | +316.0% |
| 10Y | +613.8% | +321.3% | +292.5% | +210.7% |
| All | +586.2% | +14,736.0% | -14,149.8% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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