+448.7%
FIX vs DLTR
+12.7%
+436.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -4.9% | +10.4% | +5.6% |
| 7D | -17.5% | -2.0% | -15.4% | -17.4% |
| 30D | -41.6% | +12.8% | -54.3% | -42.0% |
| 3M | -40.6% | +1.1% | -41.7% | -40.7% |
| 6M | -49.4% | +35.9% | -85.3% | -51.1% |
| YTD | +9.2% | +6.6% | +2.6% | +8.4% |
| 1Y | +6.5% | +28.6% | -22.2% | +3.7% |
| 3Y | +448.7% | +14.0% | +434.7% | +420.4% |
| All | +448.7% | +12.7% | +436.0% | +420.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling