+42.4%
DLTR vs FND
+57.3%
-14.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.7% | -3.8% | -4.4% |
| 7D | -10.2% | -0.8% | -9.5% | -10.1% |
| 30D | -8.5% | -19.6% | +11.1% | -3.5% |
| 3M | +5.6% | -4.3% | +9.9% | +6.1% |
| 6M | +2.2% | -20.4% | +22.6% | +7.1% |
| YTD | -3.8% | -21.9% | +18.1% | +1.0% |
| 1Y | +22.9% | -45.2% | +68.1% | +40.0% |
| 3Y | +2.0% | -49.2% | +51.3% | +14.7% |
| 5Y | +29.8% | -61.8% | +91.6% | +48.5% |
| All | +42.4% | +57.3% | -14.9% | +18.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling