+7,255.7%
DLTR vs MDY
+2,589.7%
+4,666.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.9% |
| 7D | -9.4% | -2.5% | -6.9% | -7.7% |
| 30D | -7.3% | -5.0% | -2.3% | -3.9% |
| 3M | +7.6% | +0.5% | +7.1% | +7.1% |
| 6M | +1.6% | +8.0% | -6.4% | -4.0% |
| YTD | -3.5% | +12.2% | -15.7% | -11.3% |
| 1Y | +20.0% | +14.0% | +6.1% | +9.3% |
| 3Y | +2.3% | +48.2% | -45.9% | -23.6% |
| 5Y | +31.5% | +46.1% | -14.5% | -1.9% |
| 10Y | +45.4% | +173.8% | -128.4% | -33.9% |
| All | +7,255.7% | +2,589.7% | +4,666.0% | +373.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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