+22.8%
FLEX vs MSCI
+12.7%
+10.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.8% | +11.2% | +12.4% |
| 7D | -7.2% | +1.5% | -8.6% | -6.1% |
| 30D | -34.8% | +14.4% | -49.2% | -30.6% |
| 3M | -35.6% | +15.2% | -50.8% | -31.1% |
| 6M | -45.0% | +11.2% | -56.2% | -41.6% |
| YTD | +29.4% | +13.9% | +15.4% | +39.1% |
| All | +22.8% | +12.7% | +10.1% | +34.3% |
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