+23.0%
DLTR vs MLM
+15.7%
+7.3%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.5% | -2.0% |
| 7D | +5.3% | -0.9% | +6.2% | +5.7% |
| 30D | +13.4% | +9.0% | +4.4% | +10.7% |
| 3M | +6.6% | -5.6% | +12.2% | +9.0% |
| 6M | +59.1% | -10.7% | +69.8% | +65.0% |
| YTD | +12.3% | -17.2% | +29.4% | +18.4% |
| 1Y | +33.9% | -14.2% | +48.1% | +39.8% |
| 3Y | +23.0% | +15.6% | +7.4% | +14.9% |
| All | +23.0% | +15.7% | +7.3% | +14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling