+7,781.8%
FLEX vs DLTR
+11,640.8%
-3,859.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | -0.9% | +2.5% | -3.4% | -1.6% |
| 30D | -10.1% | +2.1% | -12.2% | -10.9% |
| 3M | -31.3% | +20.3% | -51.6% | -35.5% |
| 6M | +71.3% | +11.5% | +59.8% | +62.7% |
| YTD | +81.2% | +6.8% | +74.4% | +73.7% |
| 1Y | +98.5% | +31.1% | +67.4% | +78.8% |
| 3Y | +428.2% | +10.7% | +417.6% | +376.2% |
| 5Y | +657.3% | +41.6% | +615.7% | +504.0% |
| 10Y | +995.9% | +58.1% | +937.8% | +700.2% |
| All | +7,781.8% | +11,640.8% | -3,859.1% | +2,165.9% |
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