+1,115.5%
FLEX vs BNY
+416.3%
+699.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | 0.0% | +7.2% | +7.2% |
| 7D | +5.7% | -1.3% | +7.0% | +6.7% |
| 30D | -7.0% | -0.2% | -6.9% | -6.9% |
| 3M | -23.8% | +14.9% | -38.8% | -31.1% |
| 6M | +82.6% | +40.0% | +42.7% | +44.2% |
| YTD | +91.6% | +42.0% | +49.6% | +49.2% |
| 1Y | +100.6% | +56.9% | +43.7% | +45.8% |
| 3Y | +479.8% | +289.9% | +189.9% | +125.2% |
| 5Y | +746.5% | +259.2% | +487.3% | +238.5% |
| All | +1,115.5% | +416.3% | +699.2% | +285.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 10y: compounded portfolio wealth divided by compounded BNY 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…
10y analysis · Full analysis span regression · 6 months rolling