+1,106.2%
DELL vs FLEX
+717.1%
+389.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +1.0% |
| 7D | +8.7% | +6.4% | +2.4% | +5.1% |
| 30D | +16.9% | -5.9% | +22.8% | +20.6% |
| 3M | +40.4% | -23.5% | +63.9% | +59.6% |
| 6M | +267.1% | +83.7% | +183.3% | +143.1% |
| YTD | +329.1% | +86.5% | +242.6% | +176.8% |
| 1Y | +346.9% | +100.5% | +246.4% | +172.3% |
| 3Y | +696.6% | +469.8% | +226.8% | +164.9% |
| 5Y | +1,106.2% | +725.7% | +380.5% | +208.6% |
| All | +1,106.2% | +717.1% | +389.1% | +208.6% |
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