+31.1%
DLTR vs FGI
+81.8%
-50.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.5% | -7.3% | +0.2% |
| 7D | +2.5% | +0.5% | +1.9% | +2.4% |
| 30D | +2.1% | +65.4% | -63.3% | -0.3% |
| 3M | +20.3% | +23.5% | -3.2% | +18.2% |
| 6M | +11.5% | +60.5% | -49.0% | +8.2% |
| YTD | +6.8% | +30.0% | -23.2% | +4.0% |
| 1Y | +31.1% | +82.1% | -51.0% | +28.8% |
| All | +31.1% | +81.8% | -50.7% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling