+7,843.3%
FIX vs DLTR
+2,695.4%
+5,148.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -4.9% | +10.4% | +6.5% |
| 7D | -17.5% | -2.0% | -15.4% | -17.5% |
| 30D | -41.6% | +12.8% | -54.3% | -43.5% |
| 3M | -40.6% | +1.1% | -41.7% | -41.4% |
| 6M | -49.4% | +35.9% | -85.3% | -53.8% |
| YTD | +9.2% | +6.6% | +2.6% | +4.8% |
| 1Y | +6.5% | +28.6% | -22.2% | -2.1% |
| 3Y | +448.7% | +14.0% | +434.7% | +398.5% |
| 5Y | +948.7% | +19.2% | +929.5% | +819.0% |
| 10Y | +3,659.7% | +78.1% | +3,581.6% | +2,813.8% |
| All | +7,843.3% | +2,695.4% | +5,148.0% | +3,401.0% |
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