+1,407.5%
FLEX vs BTG
+392.0%
+1,015.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.6% |
| 7D | -0.9% | -0.9% | 0.0% | -0.8% |
| 30D | -10.1% | +36.8% | -47.0% | -13.3% |
| 3M | -31.3% | +23.1% | -54.4% | -33.1% |
| 6M | +71.3% | +3.5% | +67.8% | +69.5% |
| YTD | +81.2% | +25.5% | +55.8% | +75.7% |
| 1Y | +98.5% | +40.1% | +58.4% | +90.1% |
| 3Y | +428.2% | +101.1% | +327.1% | +383.3% |
| 5Y | +657.3% | +70.6% | +586.7% | +596.2% |
| 10Y | +995.9% | +152.1% | +843.8% | +846.8% |
| All | +1,407.5% | +392.0% | +1,015.5% | +1,161.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling