+59.3%
DLTR vs MLM
+206.1%
-146.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | 0.0% |
| 7D | +2.5% | -2.9% | +5.4% | +3.3% |
| 30D | +2.1% | -6.8% | +8.9% | +4.0% |
| 3M | +20.3% | -11.2% | +31.5% | +24.0% |
| 6M | +11.5% | -21.8% | +33.4% | +18.9% |
| YTD | +6.8% | -17.0% | +23.8% | +11.8% |
| 1Y | +31.1% | -16.4% | +47.5% | +36.9% |
| 3Y | +10.7% | +14.5% | -3.8% | +4.9% |
| 5Y | +41.6% | +41.7% | -0.1% | +25.2% |
| All | +59.3% | +206.1% | -146.8% | +11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling