+119.1%
DAL vs FLEX
+472.7%
-353.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +1.4% |
| 7D | +10.7% | -13.6% | +24.3% | +15.5% |
| 30D | +12.5% | -36.5% | +49.0% | +30.7% |
| 3M | +3.6% | -36.4% | +40.1% | +19.4% |
| 6M | +26.7% | -46.5% | +73.2% | +52.2% |
| YTD | +34.3% | +25.9% | +8.3% | +0.9% |
| 1Y | +59.1% | +19.6% | +39.6% | +22.0% |
| 3Y | +179.9% | +287.0% | -107.2% | +3.8% |
| 5Y | +119.1% | +466.6% | -347.5% | -42.3% |
| All | +119.1% | +472.7% | -353.6% | -42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling