+1,086.7%
FLEX vs MKC
+26.7%
+1,060.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.3% |
| 7D | +6.4% | -4.3% | +10.7% | +7.0% |
| 30D | -5.9% | -3.1% | -2.8% | -5.6% |
| 3M | -23.5% | +6.8% | -30.3% | -24.8% |
| 6M | +83.7% | -18.3% | +102.1% | +89.9% |
| YTD | +86.5% | -23.1% | +109.5% | +94.6% |
| 1Y | +100.5% | -23.7% | +124.2% | +108.9% |
| 3Y | +469.8% | -31.0% | +500.8% | +501.1% |
| 5Y | +725.7% | -33.5% | +759.2% | +767.0% |
| 10Y | +1,086.7% | +30.3% | +1,056.5% | +943.8% |
| All | +1,086.7% | +26.7% | +1,060.0% | +943.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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