+8,590.7%
FIX vs DLTR
+2,825.2%
+5,765.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.6% | +4.8% | +8.4% |
| 7D | -7.2% | -1.0% | -6.3% | -7.5% |
| 30D | -35.1% | +15.7% | -50.8% | -37.6% |
| 3M | -34.3% | +4.8% | -39.1% | -35.6% |
| 6M | -42.9% | +45.6% | -88.5% | -48.7% |
| YTD | +19.5% | +11.6% | +7.9% | +13.6% |
| 1Y | +16.8% | +29.8% | -13.0% | +7.3% |
| 3Y | +506.7% | +20.8% | +485.9% | +444.7% |
| 5Y | +1,046.7% | +23.5% | +1,023.2% | +898.2% |
| 10Y | +3,800.0% | +80.5% | +3,719.5% | +2,915.8% |
| All | +8,590.7% | +2,825.2% | +5,765.5% | +3,695.7% |
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