+1,117.4%
DLTR vs MKTX
+1,443.5%
-326.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -9.4% | -0.2% | -9.3% | -9.4% |
| 30D | -7.3% | +0.8% | -8.2% | -7.4% |
| 3M | +7.6% | +41.1% | -33.6% | +1.8% |
| 6M | +1.6% | -9.5% | +11.1% | +2.3% |
| YTD | -3.5% | -8.7% | +5.1% | -3.1% |
| 1Y | +20.0% | -10.0% | +30.0% | +20.7% |
| 3Y | +2.3% | -24.6% | +26.9% | +3.7% |
| 5Y | +31.5% | -60.3% | +91.8% | +44.2% |
| 10Y | +45.4% | +5.0% | +40.3% | +35.1% |
| All | +1,117.4% | +1,443.5% | -326.0% | +569.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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