-93.2%
FRMI vs DLTR
+45.2%
-138.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | +9.6% | -20.2% | -10.5% |
| 7D | -39.7% | +15.6% | -55.3% | -39.9% |
| 30D | -55.2% | +29.9% | -85.0% | -55.8% |
| 3M | -71.2% | +12.5% | -83.6% | -71.2% |
| 6M | -64.1% | +56.3% | -120.4% | -68.1% |
| YTD | -77.2% | +19.5% | -96.8% | -78.0% |
| 1Y | -93.2% | +44.0% | -137.2% | -94.5% |
| All | -93.2% | +45.2% | -138.4% | -94.5% |
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