+128.1%
DAL vs FLEX
+659.4%
-531.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +12.0% | -6.7% | +0.7% |
| 7D | +10.0% | -7.2% | +17.2% | +11.8% |
| 30D | +12.0% | -34.8% | +46.8% | +29.2% |
| 3M | +0.8% | -35.6% | +36.4% | +15.9% |
| 6M | +26.2% | -45.0% | +71.2% | +50.6% |
| YTD | +33.7% | +29.4% | +4.3% | +4.2% |
| 1Y | +57.6% | +24.8% | +32.8% | +24.1% |
| 3Y | +183.5% | +304.4% | -120.9% | +26.5% |
| 5Y | +114.2% | +484.1% | -369.9% | -20.2% |
| 10Y | +128.1% | +640.4% | -512.3% | -34.1% |
| All | +128.1% | +659.4% | -531.3% | -34.1% |
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