+478.1%
FLEX vs BTI
+113.6%
+364.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.7% | +4.4% |
| 7D | +7.0% | -1.4% | +8.3% | +6.9% |
| 30D | -5.8% | -7.0% | +1.2% | -6.0% |
| 3M | -24.2% | -6.3% | -17.9% | -24.5% |
| 6M | +90.8% | -2.0% | +92.8% | +88.6% |
| YTD | +89.2% | +0.2% | +89.0% | +86.9% |
| 1Y | +104.7% | +3.8% | +100.9% | +102.3% |
| 3Y | +478.1% | +112.1% | +366.0% | +427.2% |
| All | +478.1% | +113.6% | +364.4% | +427.2% |
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