+31.5%
DLTR vs FND
-62.8%
+94.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.7% |
| 7D | -9.4% | -5.1% | -4.4% | -8.0% |
| 30D | -7.3% | -22.5% | +15.2% | -0.3% |
| 3M | +7.6% | -5.0% | +12.6% | +8.3% |
| 6M | +1.6% | -21.5% | +23.1% | +7.5% |
| YTD | -3.5% | -23.0% | +19.5% | +2.3% |
| 1Y | +20.0% | -44.9% | +64.9% | +39.0% |
| 3Y | +2.3% | -50.0% | +52.3% | +16.4% |
| 5Y | +31.5% | -63.3% | +94.9% | +46.8% |
| All | +31.5% | -62.8% | +94.3% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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