+44.0%
DLTR vs FRSH
+21.1%
+22.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -6.3% | +15.9% | +10.0% |
| 7D | +15.6% | -13.8% | +29.4% | +16.6% |
| 30D | +29.9% | +0.3% | +29.6% | +29.5% |
| 3M | +12.5% | +10.1% | +2.3% | +11.2% |
| 6M | +56.3% | +47.7% | +8.6% | +52.1% |
| YTD | +19.5% | +8.2% | +11.3% | +18.5% |
| 1Y | +44.0% | +21.4% | +22.6% | +34.9% |
| All | +44.0% | +21.1% | +22.9% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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