+8,269.1%
FLEX vs BNY
+4,865.0%
+3,404.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +5.0% |
| 7D | +7.0% | +1.5% | +5.5% | +6.1% |
| 30D | -5.8% | +3.3% | -9.1% | -7.5% |
| 3M | -24.2% | +15.3% | -39.5% | -29.8% |
| 6M | +90.8% | +42.5% | +48.4% | +58.0% |
| YTD | +89.2% | +42.0% | +47.2% | +56.5% |
| 1Y | +104.7% | +59.3% | +45.4% | +59.4% |
| 3Y | +478.1% | +291.2% | +186.9% | +179.1% |
| 5Y | +726.2% | +252.1% | +474.1% | +317.1% |
| 10Y | +1,060.6% | +407.1% | +653.5% | +376.9% |
| All | +8,269.1% | +4,865.0% | +3,404.0% | +1,099.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling