+4,681.2%
DELL vs FLEX
+1,024.8%
+3,656.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +18.8% |
| 3M | +24.4% | -31.3% | +55.7% | +46.2% |
| 6M | +258.0% | +71.3% | +186.7% | +168.8% |
| YTD | +320.2% | +81.2% | +238.9% | +204.5% |
| 1Y | +319.1% | +98.5% | +220.6% | +189.4% |
| 3Y | +706.5% | +428.2% | +278.3% | +264.9% |
| 5Y | +1,071.9% | +657.3% | +414.6% | +350.7% |
| 10Y | +4,683.5% | +995.9% | +3,687.5% | +1,293.1% |
| All | +4,681.2% | +1,024.8% | +3,656.5% | +1,295.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling