+5,583.7%
FLEX vs DLTR
+12,666.4%
-7,082.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.5% | +2.3% | +3.4% |
| 7D | +2.2% | -2.8% | +5.0% | +3.2% |
| 30D | -32.6% | +21.5% | -54.1% | -36.8% |
| 3M | -35.5% | +11.6% | -47.1% | -38.3% |
| 6M | -45.6% | +58.7% | -104.3% | -53.6% |
| YTD | +30.7% | +16.2% | +14.5% | +21.0% |
| 1Y | +28.4% | +34.8% | -6.5% | +13.7% |
| 3Y | +301.7% | +25.3% | +276.4% | +246.0% |
| 5Y | +473.3% | +25.8% | +447.5% | +373.5% |
| 10Y | +651.7% | +83.7% | +568.1% | +420.4% |
| All | +5,583.7% | +12,666.4% | -7,082.7% | +1,478.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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