+663.2%
FLEX vs BN
+37.9%
+625.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +77.9% |
| YTD | +81.2% | -11.9% | +93.1% | +93.8% |
| 1Y | +98.5% | -8.6% | +107.1% | +107.0% |
| 3Y | +428.2% | +77.6% | +350.7% | +257.9% |
| All | +663.2% | +37.9% | +625.3% | +484.6% |
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