+1,115.5%
FLEX vs MCK
+442.8%
+672.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.1% | +7.1% | +7.2% |
| 7D | +5.7% | -2.9% | +8.6% | +6.5% |
| 30D | -7.0% | +0.4% | -7.4% | -7.2% |
| 3M | -23.8% | +12.1% | -35.9% | -26.7% |
| 6M | +82.6% | -5.4% | +88.1% | +83.8% |
| YTD | +91.6% | +7.8% | +83.8% | +84.2% |
| 1Y | +100.6% | +22.9% | +77.6% | +84.1% |
| 3Y | +479.8% | +110.7% | +369.0% | +323.9% |
| 5Y | +746.5% | +346.2% | +400.3% | +350.3% |
| All | +1,115.5% | +442.8% | +672.7% | +445.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling