+5,681.7%
FLEX vs MKC
+1,516.2%
+4,165.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.7% |
| 7D | +2.2% | -7.0% | +9.3% | +4.3% |
| 30D | -32.6% | +4.1% | -36.7% | -34.0% |
| 3M | -35.5% | -10.3% | -25.2% | -34.2% |
| 6M | -45.6% | +1.7% | -47.3% | -47.1% |
| YTD | +30.7% | -29.1% | +59.8% | +40.3% |
| 1Y | +28.4% | -26.0% | +54.4% | +35.7% |
| 3Y | +301.7% | -21.5% | +323.1% | +305.1% |
| 5Y | +473.3% | -35.0% | +508.3% | +505.9% |
| 10Y | +651.7% | +25.6% | +626.2% | +509.4% |
| All | +5,681.7% | +1,516.2% | +4,165.5% | +2,531.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling