+1,115.5%
FLEX vs MKSI
+524.1%
+591.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.1% | +5.1% | +6.1% |
| 7D | +5.7% | +2.7% | +3.0% | +4.4% |
| 30D | -7.0% | -12.8% | +5.8% | +0.2% |
| 3M | -23.8% | -22.5% | -1.3% | -13.0% |
| 6M | +82.6% | +19.4% | +63.3% | +68.1% |
| YTD | +91.6% | +67.7% | +23.9% | +47.9% |
| 1Y | +100.6% | +131.4% | -30.9% | +29.5% |
| 3Y | +479.8% | +197.3% | +282.4% | +207.3% |
| 5Y | +746.5% | +87.0% | +659.5% | +433.0% |
| All | +1,115.5% | +524.1% | +591.4% | +309.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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