+9,234.7%
FLEX vs MCK
+6,878.5%
+2,356.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.1% | +6.5% | +5.0% |
| 7D | +7.0% | -1.9% | +8.9% | +7.5% |
| 30D | -5.8% | +2.4% | -8.2% | -6.6% |
| 3M | -24.2% | +16.1% | -40.3% | -28.6% |
| 6M | +90.8% | -3.1% | +93.9% | +88.6% |
| YTD | +89.2% | +8.7% | +80.5% | +79.5% |
| 1Y | +104.7% | +28.1% | +76.6% | +83.5% |
| 3Y | +478.1% | +114.1% | +364.0% | +324.6% |
| 5Y | +726.2% | +342.5% | +383.7% | +368.3% |
| 10Y | +1,060.6% | +424.1% | +636.5% | +492.9% |
| All | +9,234.7% | +6,878.5% | +2,356.2% | +1,703.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling