+856.3%
FLEX vs ACWI
+330.1%
+526.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.8% | -9.8% | -8.1% |
| 7D | -28.3% | -4.0% | -24.3% | -23.7% |
| 30D | -45.0% | -5.8% | -39.2% | -39.5% |
| 3M | -45.2% | -5.0% | -40.2% | -40.3% |
| 6M | -30.8% | +0.7% | -31.5% | -29.0% |
| YTD | +10.4% | +8.4% | +2.0% | +3.1% |
| 1Y | +2.3% | +10.1% | -7.9% | -6.2% |
| 3Y | +238.9% | +70.8% | +168.1% | +75.4% |
| 5Y | +386.0% | +55.4% | +330.6% | +189.6% |
| 10Y | +551.1% | +223.3% | +327.8% | +56.9% |
| All | +856.3% | +330.1% | +526.1% | +40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling