+84.3%
MKSI vs DLTR
+30.4%
+53.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +2.7% | -10.1% | +12.8% | +5.1% |
| 30D | -12.8% | -8.1% | -4.7% | -11.4% |
| 3M | -22.5% | +2.9% | -25.4% | -24.0% |
| 6M | +19.4% | +4.3% | +15.0% | +16.0% |
| YTD | +67.7% | -3.9% | +71.7% | +65.7% |
| 1Y | +131.4% | +18.9% | +112.5% | +113.8% |
| 3Y | +197.3% | +1.9% | +195.4% | +176.7% |
| All | +84.3% | +30.4% | +53.9% | +79.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling