+1,469.3%
FLEX vs ACWI
+356.8%
+1,112.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -0.9% | +0.5% | -1.4% | -1.6% |
| 30D | -10.1% | +0.9% | -11.0% | -11.2% |
| 3M | -31.3% | +2.4% | -33.7% | -32.8% |
| 6M | +71.3% | +12.4% | +58.9% | +49.6% |
| YTD | +81.2% | +15.2% | +66.1% | +53.4% |
| 1Y | +98.5% | +22.7% | +75.8% | +54.8% |
| 3Y | +428.2% | +75.8% | +352.5% | +158.4% |
| 5Y | +657.3% | +67.7% | +589.5% | +300.2% |
| 10Y | +995.9% | +229.0% | +766.9% | +153.0% |
| All | +1,469.3% | +356.8% | +1,112.5% | +108.9% |
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