+3,313.5%
DELL vs FLEX
+711.1%
+2,602.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +3.8% | +8.0% | +9.9% |
| 7D | +0.4% | +2.2% | -1.9% | -0.3% |
| 30D | -35.1% | -32.6% | -2.5% | -21.9% |
| 3M | -15.1% | -35.5% | +20.3% | +4.3% |
| 6M | +51.7% | -45.6% | +97.3% | +98.9% |
| YTD | +200.0% | +30.7% | +169.3% | +153.9% |
| 1Y | +172.1% | +28.4% | +143.8% | +131.5% |
| 3Y | +431.2% | +301.7% | +129.5% | +176.3% |
| 5Y | +633.1% | +473.3% | +159.8% | +224.6% |
| 10Y | +2,886.3% | +651.7% | +2,234.6% | +914.2% |
| All | +3,313.5% | +711.1% | +2,602.4% | +1,064.0% |
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