+7,917.6%
FLEX vs MKC
+1,674.3%
+6,243.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.8% |
| 7D | -0.9% | -5.9% | +5.0% | +0.8% |
| 30D | -10.1% | -0.9% | -9.3% | -10.2% |
| 3M | -31.3% | +12.7% | -44.1% | -34.6% |
| 6M | +71.3% | -19.3% | +90.6% | +79.7% |
| YTD | +81.2% | -22.2% | +103.4% | +91.2% |
| 1Y | +98.5% | -23.3% | +121.8% | +109.3% |
| 3Y | +428.2% | -30.0% | +458.2% | +461.3% |
| 5Y | +657.3% | -33.8% | +691.0% | +706.8% |
| 10Y | +995.9% | +24.4% | +971.5% | +805.4% |
| All | +7,917.6% | +1,674.3% | +6,243.4% | +3,486.8% |
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 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