+12,471.5%
FIX vs DLTR
+2,701.3%
+9,770.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | +6.0% | +2.5% | +3.6% | +5.4% |
| 30D | -7.2% | +2.1% | -9.3% | -7.8% |
| 3M | -15.9% | +20.3% | -36.1% | -19.8% |
| 6M | +12.7% | +11.5% | +1.2% | +8.4% |
| YTD | +72.8% | +6.8% | +66.0% | +67.4% |
| 1Y | +122.9% | +31.1% | +91.8% | +105.6% |
| 3Y | +774.3% | +10.7% | +763.6% | +707.2% |
| 5Y | +2,049.5% | +41.6% | +2,007.9% | +1,722.0% |
| 10Y | +5,821.5% | +58.1% | +5,763.3% | +4,645.6% |
| All | +12,471.5% | +2,701.3% | +9,770.2% | +5,491.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling