+287.0%
FLEX vs BND
+13.8%
+273.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.2% |
| 7D | -13.6% | -0.1% | -13.5% | -13.6% |
| 30D | -36.5% | +1.3% | -37.8% | -37.3% |
| 3M | -36.4% | -0.7% | -35.7% | -36.1% |
| 6M | -46.5% | -1.6% | -44.9% | -45.8% |
| YTD | +25.9% | -1.0% | +27.0% | +27.3% |
| 1Y | +19.6% | -0.7% | +20.3% | +20.9% |
| 3Y | +287.0% | +14.1% | +272.9% | +254.9% |
| All | +287.0% | +13.8% | +273.2% | +254.9% |
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