+890.0%
FN vs DLTR
+50.3%
+839.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.6% | +7.8% | +3.3% |
| 7D | +3.5% | -5.8% | +9.4% | +4.7% |
| 30D | -26.0% | -5.2% | -20.7% | -25.4% |
| 3M | -33.3% | +15.2% | -48.4% | -35.7% |
| 6M | -14.9% | +7.1% | -22.1% | -17.2% |
| YTD | -8.6% | +0.8% | -9.4% | -10.1% |
| 1Y | +12.3% | +24.8% | -12.5% | +5.2% |
| 3Y | +174.4% | +6.9% | +167.5% | +157.6% |
| 5Y | +296.4% | +33.2% | +263.2% | +240.3% |
| 10Y | +890.0% | +51.6% | +838.5% | +630.0% |
| All | +890.0% | +50.3% | +839.8% | +630.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling