+25.0%
FLEX vs BN
-3.9%
+28.9%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +6.1% | -18.4% | -14.9% |
| 7D | -17.0% | +12.0% | -29.0% | -22.1% |
| 30D | -33.8% | +17.0% | -50.9% | -39.5% |
| 3M | -39.0% | -3.2% | -35.8% | -38.0% |
| 6M | -15.9% | -3.9% | -12.0% | -13.7% |
| YTD | +27.8% | -5.6% | +33.4% | +25.7% |
| 1Y | +25.0% | -4.7% | +29.7% | +21.9% |
| All | +25.0% | -3.9% | +28.9% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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