+69.8%
FITB vs DLTR
+29.9%
+39.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -1.0% | -9.4% | +8.5% | +1.0% |
| 30D | -5.5% | -7.3% | +1.8% | -4.2% |
| 3M | +4.1% | +7.6% | -3.4% | +2.1% |
| 6M | +18.7% | +1.6% | +17.1% | +17.1% |
| YTD | +18.2% | -3.5% | +21.7% | +17.7% |
| 1Y | +23.7% | +20.0% | +3.6% | +16.9% |
| 3Y | +130.8% | +2.3% | +128.5% | +122.8% |
| 5Y | +69.8% | +31.5% | +38.2% | +59.6% |
| All | +69.8% | +29.9% | +39.9% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 5y: compounded portfolio wealth divided by compounded DLTR 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…
5y analysis · Full analysis span regression · 6 months rolling