+424.8%
FLEX vs ACWI
+58.7%
+366.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.5% |
| 7D | +7.5% | +2.4% | +5.0% | +3.5% |
| 30D | -25.3% | -1.7% | -23.6% | -22.2% |
| 3M | -39.7% | -3.9% | -35.8% | -34.3% |
| 6M | -47.9% | +0.8% | -48.6% | -46.7% |
| YTD | +24.1% | +11.0% | +13.1% | +11.2% |
| 1Y | +26.0% | +13.1% | +12.9% | +10.2% |
| 3Y | +282.7% | +73.9% | +208.8% | +92.7% |
| All | +424.8% | +58.7% | +366.1% | +200.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling