+1,000.1%
FLEX vs MSCI
+610.9%
+389.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | -10.1% | +0.6% | -10.7% | -10.6% |
| 3M | -31.3% | -7.1% | -24.3% | -30.5% |
| 6M | +71.3% | +0.8% | +70.4% | +64.4% |
| YTD | +81.2% | +1.0% | +80.3% | +72.4% |
| 1Y | +98.5% | +4.3% | +94.2% | +83.1% |
| 3Y | +428.2% | +9.9% | +418.3% | +357.9% |
| 5Y | +657.3% | -6.8% | +664.0% | +596.7% |
| All | +1,000.1% | +610.9% | +389.2% | +253.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling