+98.5%
FLEX vs ACWI
+23.6%
+74.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.6% |
| 7D | -0.9% | +0.5% | -1.4% | -2.3% |
| 30D | -10.1% | +0.9% | -11.0% | -12.2% |
| 3M | -31.3% | +2.4% | -33.7% | -35.0% |
| 6M | +71.3% | +12.4% | +58.9% | +32.2% |
| YTD | +81.2% | +15.2% | +66.1% | +32.0% |
| 1Y | +98.5% | +22.7% | +75.8% | +27.7% |
| All | +98.5% | +23.6% | +74.9% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling