+2,222.5%
MKSI vs DLTR
+1,542.5%
+680.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +2.7% | -10.1% | +12.8% | +5.9% |
| 30D | -12.8% | -8.1% | -4.7% | -10.9% |
| 3M | -22.5% | +2.9% | -25.4% | -24.2% |
| 6M | +19.4% | +4.3% | +15.0% | +15.1% |
| YTD | +67.7% | -3.9% | +71.7% | +65.0% |
| 1Y | +131.4% | +18.9% | +112.5% | +111.8% |
| 3Y | +197.3% | +1.9% | +195.4% | +175.2% |
| 5Y | +87.0% | +31.0% | +56.0% | +54.0% |
| 10Y | +522.1% | +44.8% | +477.3% | +372.7% |
| All | +2,222.5% | +1,542.5% | +680.0% | +708.1% |
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 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