+7,917.6%
FLEX vs BTI
+4,850.6%
+3,067.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.8% |
| 7D | -0.9% | -1.4% | +0.5% | -0.6% |
| 30D | -10.1% | -6.6% | -3.5% | -8.8% |
| 3M | -31.3% | -3.0% | -28.4% | -31.4% |
| 6M | +71.3% | -6.7% | +77.9% | +72.3% |
| YTD | +81.2% | +0.6% | +80.7% | +79.0% |
| 1Y | +98.5% | +5.6% | +92.9% | +93.6% |
| 3Y | +428.2% | +110.3% | +317.9% | +328.0% |
| 5Y | +657.3% | +114.3% | +543.0% | +508.0% |
| 10Y | +995.9% | +67.7% | +928.3% | +812.5% |
| All | +7,917.6% | +4,850.6% | +3,067.1% | +4,801.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling