+12.3%
FN vs DLTR
+22.8%
-10.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.6% | +7.8% | +2.5% |
| 7D | +3.5% | -5.8% | +9.4% | +3.9% |
| 30D | -26.0% | -5.2% | -20.7% | -25.8% |
| 3M | -33.3% | +15.2% | -48.4% | -34.9% |
| 6M | -14.9% | +7.1% | -22.1% | -14.5% |
| YTD | -8.6% | +0.8% | -9.4% | -7.4% |
| 1Y | +12.3% | +24.8% | -12.5% | -0.3% |
| All | +12.3% | +22.8% | -10.4% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling