+44.0%
DLTR vs MLM
-11.4%
+55.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.4% | +7.3% | +8.6% |
| 7D | +15.6% | +9.1% | +6.5% | +11.6% |
| 30D | +29.9% | +14.6% | +15.2% | +23.1% |
| 3M | +12.5% | +0.3% | +12.2% | +12.0% |
| 6M | +56.3% | -7.5% | +63.8% | +59.9% |
| YTD | +19.5% | -10.2% | +29.7% | +17.4% |
| 1Y | +44.0% | -10.5% | +54.5% | +41.5% |
| All | +44.0% | -11.4% | +55.4% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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