+256.8%
FLEX vs BTI
+143.0%
+113.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.5% | +8.0% | +3.9% |
| 7D | -19.3% | -1.0% | -18.3% | -19.3% |
| 30D | -41.5% | +13.0% | -54.5% | -40.6% |
| 3M | -43.1% | +5.3% | -48.4% | -42.4% |
| 6M | -48.2% | +5.3% | -53.5% | -47.8% |
| YTD | +15.5% | +12.4% | +3.1% | +16.0% |
| 1Y | +10.2% | +18.9% | -8.7% | +10.9% |
| 3Y | +256.8% | +144.0% | +112.8% | +227.5% |
| All | +256.8% | +143.0% | +113.8% | +227.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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