+241.2%
FLEX vs MSCI
+36.7%
+204.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.7% | -10.9% | -13.5% |
| 7D | -28.3% | +6.0% | -34.3% | -28.4% |
| 30D | -45.0% | +18.2% | -63.2% | -45.5% |
| 3M | -45.2% | +15.1% | -60.4% | -45.7% |
| 6M | -30.8% | +13.7% | -44.5% | -32.1% |
| YTD | +10.4% | +15.6% | -5.2% | +7.4% |
| 1Y | +2.3% | +16.3% | -14.1% | -0.8% |
| All | +241.2% | +36.7% | +204.5% | +205.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling