+5,008.5%
FLEX vs BN
+19,198.6%
-14,190.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.9% | +5.5% | +5.1% |
| 7D | -19.3% | +5.3% | -24.7% | -22.4% |
| 30D | -41.5% | +11.9% | -53.4% | -45.8% |
| 3M | -43.1% | -5.7% | -37.4% | -41.6% |
| 6M | -48.2% | -10.6% | -37.6% | -45.3% |
| YTD | +15.5% | -9.4% | +24.8% | +20.0% |
| 1Y | +10.2% | -8.8% | +19.0% | +14.2% |
| 3Y | +256.8% | +95.6% | +161.2% | +134.5% |
| 5Y | +408.2% | +30.2% | +378.0% | +314.8% |
| 10Y | +580.8% | +277.0% | +303.8% | +203.1% |
| All | +5,008.5% | +19,198.6% | -14,190.1% | +393.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling