+1,005.1%
FLEX vs BN
+267.0%
+738.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.7% |
| 7D | -0.9% | -2.5% | +1.6% | +0.8% |
| 30D | -10.1% | -9.5% | -0.7% | -3.8% |
| 3M | -31.3% | -10.4% | -21.0% | -26.2% |
| 6M | +71.3% | -6.4% | +77.6% | +78.3% |
| YTD | +81.2% | -11.9% | +93.1% | +94.7% |
| 1Y | +98.5% | -8.6% | +107.1% | +107.6% |
| 3Y | +428.2% | +77.6% | +350.7% | +238.1% |
| 5Y | +657.3% | +37.0% | +620.2% | +470.4% |
| All | +1,005.1% | +267.0% | +738.1% | +349.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling