+651.7%
FLEX vs ACWI
+227.3%
+424.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.2% | +2.6% | +1.9% |
| 7D | +2.2% | -0.7% | +2.9% | +4.4% |
| 30D | -32.6% | -2.0% | -30.7% | -29.5% |
| 3M | -35.5% | -2.2% | -33.3% | -32.0% |
| 6M | -45.6% | +1.9% | -47.4% | -45.4% |
| YTD | +30.7% | +12.0% | +18.7% | +15.3% |
| 1Y | +28.4% | +12.5% | +15.8% | +12.8% |
| 3Y | +301.7% | +75.4% | +226.3% | +87.6% |
| 5Y | +473.3% | +61.5% | +411.8% | +206.8% |
| 10Y | +651.7% | +227.1% | +424.6% | +70.3% |
| All | +651.7% | +227.3% | +424.4% | +70.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling