+11.5%
MMM vs FLEX
+104.7%
-93.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -0.9% |
| 7D | -1.6% | +7.0% | -8.6% | -2.1% |
| 30D | -8.0% | -5.8% | -2.2% | -7.7% |
| 3M | +9.4% | -24.2% | +33.6% | +11.0% |
| 6M | +10.2% | +90.8% | -80.6% | +3.6% |
| YTD | +6.1% | +89.2% | -83.1% | -1.1% |
| All | +11.5% | +104.7% | -93.3% | +1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling