+2,112.4%
FTI vs DLTR
+1,382.5%
+729.8%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.6% | +3.5% | -0.8% |
| 7D | -0.2% | -5.8% | +5.6% | +1.2% |
| 30D | +12.3% | -5.2% | +17.6% | +13.5% |
| 3M | +13.8% | +15.2% | -1.4% | +9.2% |
| 6M | +24.3% | +7.1% | +17.2% | +20.2% |
| YTD | +75.8% | +0.8% | +74.9% | +72.0% |
| 1Y | +99.6% | +24.8% | +74.8% | +84.3% |
| 3Y | +278.4% | +6.9% | +271.5% | +247.4% |
| 5Y | +1,168.7% | +33.2% | +1,135.4% | +965.7% |
| 10Y | +297.5% | +51.6% | +246.0% | +213.1% |
| All | +2,112.4% | +1,382.5% | +729.8% | +634.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling