-84.3%
FRMI vs DLTR
+40.2%
-124.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.3% | +5.1% | +5.3% |
| 7D | +2.4% | +2.5% | -0.1% | +2.2% |
| 30D | -17.3% | +2.1% | -19.4% | -17.6% |
| 3M | -17.2% | +20.3% | -37.4% | -20.3% |
| 6M | -43.4% | +11.5% | -54.9% | -45.5% |
| YTD | -36.0% | +6.8% | -42.8% | -37.8% |
| All | -84.3% | +40.2% | -124.4% | -83.0% |
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 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