+15.0%
MMM vs FLEX
+18.3%
-3.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.5% |
| 7D | +7.0% | -13.6% | +20.6% | +7.3% |
| 30D | +18.4% | -36.5% | +54.9% | +20.9% |
| 3M | +4.5% | -36.4% | +40.9% | +6.5% |
| 6M | +33.4% | -46.5% | +79.9% | +36.9% |
| YTD | +20.0% | +25.9% | -6.0% | +14.9% |
| 1Y | +15.0% | +19.6% | -4.5% | +10.5% |
| All | +15.0% | +18.3% | -3.3% | +10.5% |
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