+44.0%
DLTR vs FTV
+37.8%
+6.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.3% | +7.4% | +9.2% |
| 7D | +15.6% | +6.6% | +9.0% | +14.5% |
| 30D | +29.9% | +19.1% | +10.8% | +26.8% |
| 3M | +12.5% | +13.1% | -0.6% | +10.7% |
| 6M | +56.3% | +14.0% | +42.3% | +53.3% |
| YTD | +19.5% | +24.2% | -4.7% | +13.4% |
| 1Y | +44.0% | +36.4% | +7.7% | +28.6% |
| All | +44.0% | +37.8% | +6.2% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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