-1.6%
MDLN vs DLTR
+11.7%
-13.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +9.6% | +8.7% | +15.0% |
| 7D | +24.7% | +15.6% | +9.1% | +19.5% |
| 30D | +12.7% | +29.9% | -17.2% | +4.9% |
| 3M | -4.0% | +12.5% | -16.5% | -7.5% |
| 6M | -8.7% | +56.3% | -65.0% | -16.2% |
| YTD | -3.9% | +19.5% | -23.4% | -8.6% |
| All | -1.6% | +11.7% | -13.3% | -6.3% |
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 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