+319.1%
DELL vs FLEX
+102.8%
+216.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +0.8% |
| 7D | +14.9% | -0.9% | +15.8% | +15.4% |
| 30D | +13.3% | -10.1% | +23.4% | +18.5% |
| 3M | +24.4% | -31.3% | +55.7% | +43.3% |
| 6M | +258.0% | +71.3% | +186.7% | +181.0% |
| YTD | +320.2% | +81.2% | +238.9% | +216.3% |
| 1Y | +319.1% | +98.5% | +220.6% | +191.5% |
| All | +319.1% | +102.8% | +216.2% | +191.5% |
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