+25.0%
FLEX vs MSCI
+17.3%
+7.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +5.4% | -17.7% | -9.6% |
| 7D | -17.0% | +11.5% | -28.4% | -12.2% |
| 30D | -33.8% | +22.1% | -55.9% | -27.3% |
| 3M | -39.0% | +18.4% | -57.5% | -33.7% |
| 6M | -15.9% | +16.6% | -32.5% | -8.6% |
| YTD | +27.8% | +18.8% | +9.0% | +41.4% |
| 1Y | +25.0% | +19.0% | +6.0% | +40.2% |
| All | +25.0% | +17.3% | +7.7% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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