-51.8%
FN vs DLTR
+37.1%
-88.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -4.9% | +16.6% | +10.0% |
| 7D | 0.0% | -2.0% | +2.0% | +0.3% |
| 30D | -34.3% | +12.8% | -47.1% | -31.2% |
| 3M | -39.9% | +1.1% | -41.0% | -38.5% |
| 6M | -51.8% | +35.9% | -87.7% | -48.3% |
| All | -51.8% | +37.1% | -88.9% | -48.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling