-0.2%
DLTR vs FGI
-70.6%
+70.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.2% | -4.9% |
| 7D | -2.0% | -7.0% | +4.9% | -1.9% |
| 30D | +12.8% | -4.2% | +17.0% | +12.8% |
| 3M | +1.1% | +55.6% | -54.5% | -1.4% |
| 6M | +35.9% | -3.2% | +39.0% | +33.7% |
| YTD | +6.6% | +29.1% | -22.5% | +3.2% |
| 1Y | +28.6% | +51.0% | -22.4% | +24.0% |
| 3Y | +14.0% | +1.5% | +12.5% | +8.5% |
| All | -0.2% | -70.6% | +70.4% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling