+100.6%
FLEX vs BTG
+25.2%
+75.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.4% | +6.8% | +7.1% |
| 7D | +5.7% | -3.8% | +9.5% | +6.8% |
| 30D | -7.0% | +3.6% | -10.7% | -8.2% |
| 3M | -23.8% | +32.0% | -55.8% | -31.2% |
| 6M | +82.6% | +3.4% | +79.3% | +75.6% |
| YTD | +91.6% | +20.8% | +70.8% | +74.7% |
| 1Y | +100.6% | +22.4% | +78.1% | +77.4% |
| All | +100.6% | +25.2% | +75.3% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling