+449.4%
FLEX vs BN
+85.7%
+363.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.7% |
| 7D | -0.9% | -2.5% | +1.6% | +0.7% |
| 30D | -10.1% | -9.5% | -0.7% | -4.2% |
| 3M | -31.3% | -10.4% | -21.0% | -26.5% |
| 6M | +71.3% | -6.4% | +77.6% | +77.8% |
| YTD | +81.2% | -11.9% | +93.1% | +93.5% |
| 1Y | +98.5% | -8.6% | +107.1% | +106.5% |
| All | +449.4% | +85.7% | +363.7% | +306.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling