+213.9%
FXI vs DLTR
+1,349.6%
-1,135.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.6% | +3.2% | -1.2% |
| 7D | -1.0% | -5.8% | +4.9% | +0.3% |
| 30D | -3.2% | -5.2% | +2.0% | -2.2% |
| 3M | +1.7% | +15.2% | -13.5% | -1.8% |
| 6M | -1.6% | +7.1% | -8.7% | -4.2% |
| YTD | -7.9% | +0.8% | -8.7% | -9.3% |
| 1Y | -9.6% | +24.8% | -34.4% | -15.7% |
| 3Y | +40.5% | +6.9% | +33.5% | +30.7% |
| 5Y | -6.2% | +33.2% | -39.5% | -21.9% |
| 10Y | +14.2% | +51.6% | -37.4% | -15.8% |
| All | +213.9% | +1,349.6% | -1,135.7% | +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 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