+1,060.6%
FLEX vs BWA
+142.9%
+917.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.9% | +6.3% | +5.5% |
| 7D | +7.0% | +4.3% | +2.7% | +4.3% |
| 30D | -5.8% | -2.9% | -2.9% | -4.2% |
| 3M | -24.2% | -12.4% | -11.8% | -18.0% |
| 6M | +90.8% | +28.6% | +62.2% | +67.2% |
| YTD | +89.2% | +48.2% | +41.0% | +48.5% |
| 1Y | +104.7% | +50.9% | +53.8% | +58.1% |
| 3Y | +478.1% | +72.2% | +405.9% | +298.2% |
| 5Y | +726.2% | +91.1% | +635.1% | +414.9% |
| 10Y | +1,060.6% | +144.0% | +916.6% | +483.8% |
| All | +1,060.6% | +142.9% | +917.7% | +483.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling