+478.1%
FLEX vs BND
+13.3%
+464.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.5% |
| 7D | +7.0% | +0.1% | +6.8% | +6.8% |
| 30D | -5.8% | -0.4% | -5.4% | -5.5% |
| 3M | -24.2% | -0.2% | -24.0% | -24.0% |
| 6M | +90.8% | -1.2% | +92.0% | +92.6% |
| YTD | +89.2% | -0.3% | +89.5% | +90.3% |
| 1Y | +104.7% | +0.4% | +104.3% | +105.4% |
| 3Y | +478.1% | +13.4% | +464.7% | +411.7% |
| All | +478.1% | +13.3% | +464.8% | +411.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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