+8,029.5%
MCO vs DLTR
+10,500.9%
-2,471.4%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | -7.3% | -9.4% | +2.1% | -5.8% |
| 30D | -1.7% | -7.3% | +5.6% | -0.5% |
| 3M | +3.9% | +7.6% | -3.6% | +2.5% |
| 6M | +3.8% | +1.6% | +2.2% | +2.8% |
| YTD | -7.9% | -3.5% | -4.4% | -8.2% |
| 1Y | -6.8% | +20.0% | -26.9% | -10.8% |
| 3Y | +40.9% | +2.3% | +38.7% | +35.1% |
| 5Y | +27.5% | +31.5% | -4.0% | +15.2% |
| 10Y | +381.4% | +45.4% | +336.0% | +316.5% |
| All | +8,029.5% | +10,500.9% | -2,471.4% | +4,544.5% |
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 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