+213.3%
MCD vs FLEX
+569.1%
-355.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +2.9% | +0.5% |
| 7D | +7.3% | -13.6% | +20.9% | +8.5% |
| 30D | +20.0% | -36.5% | +56.5% | +25.1% |
| 3M | +3.8% | -36.4% | +40.3% | +7.9% |
| 6M | +3.8% | -46.5% | +50.2% | +8.8% |
| YTD | -5.9% | +25.9% | -31.8% | -14.7% |
| 1Y | -3.2% | +19.6% | -22.8% | -11.8% |
| 3Y | +13.3% | +287.0% | -273.7% | -20.6% |
| 5Y | +25.2% | +466.6% | -441.4% | -21.4% |
| 10Y | +213.3% | +626.9% | -413.6% | +63.9% |
| All | +213.3% | +569.1% | -355.8% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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