+26.1%
MMM vs DLTR
+27.2%
-1.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.6% | +2.7% | -1.2% |
| 7D | -2.6% | -10.2% | +7.7% | -1.0% |
| 30D | -9.3% | -8.5% | -0.8% | -8.2% |
| 3M | +5.6% | +5.6% | 0.0% | +4.5% |
| 6M | +9.5% | +2.2% | +7.3% | +8.5% |
| YTD | +4.1% | -3.8% | +7.9% | +4.1% |
| 1Y | +9.4% | +22.9% | -13.6% | +5.2% |
| 3Y | +101.0% | +2.0% | +98.9% | +95.9% |
| 5Y | +26.1% | +29.8% | -3.7% | +21.3% |
| All | +26.1% | +27.2% | -1.0% | +21.3% |
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 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