-50.6%
FLUT vs DLTR
+27.2%
-77.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.2% | -0.8% |
| 7D | -2.6% | -10.2% | +7.7% | -1.3% |
| 30D | +5.4% | -8.5% | +13.9% | +6.5% |
| 3M | -10.8% | +5.6% | -16.3% | -11.3% |
| 6M | -9.2% | +2.2% | -11.4% | -9.8% |
| YTD | -53.8% | -3.8% | -50.1% | -53.8% |
| 1Y | -66.0% | +22.9% | -88.9% | -67.0% |
| 3Y | -44.7% | +2.0% | -46.7% | -46.4% |
| 5Y | -50.6% | +29.8% | -80.4% | -50.9% |
| All | -50.6% | +27.2% | -77.7% | -50.9% |
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