+416.7%
FLEX vs BN
+29.3%
+387.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +5.1% |
| 7D | -19.3% | +5.3% | -24.7% | -22.6% |
| 30D | -41.5% | +11.9% | -53.4% | -46.1% |
| 3M | -43.1% | -5.7% | -37.4% | -41.4% |
| 6M | -48.2% | -10.6% | -37.6% | -45.0% |
| YTD | +15.5% | -9.4% | +24.8% | +20.3% |
| 1Y | +10.2% | -8.8% | +19.0% | +14.4% |
| 3Y | +256.8% | +95.6% | +161.2% | +126.7% |
| All | +416.7% | +29.3% | +387.4% | +324.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling