+98.5%
FLEX vs MCK
+32.0%
+66.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +0.8% |
| 7D | -0.9% | +1.7% | -2.6% | -0.1% |
| 30D | -10.1% | +3.6% | -13.8% | -8.6% |
| 3M | -31.3% | +20.1% | -51.4% | -25.0% |
| 6M | +71.3% | -7.0% | +78.3% | +97.2% |
| YTD | +81.2% | +11.0% | +70.2% | +101.1% |
| 1Y | +98.5% | +31.8% | +66.7% | +116.5% |
| All | +98.5% | +32.0% | +66.5% | +116.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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