+753.4%
MOD vs DLTR
+20.0%
+733.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -4.9% | +10.6% | +6.5% |
| 7D | -25.5% | -2.0% | -23.5% | -25.7% |
| 30D | -49.0% | +12.8% | -61.8% | -50.7% |
| 3M | -49.8% | +1.1% | -50.9% | -50.5% |
| 6M | -64.8% | +35.9% | -100.7% | -68.0% |
| YTD | -27.6% | +6.6% | -34.2% | -30.4% |
| 1Y | -35.2% | +28.6% | -63.8% | -40.6% |
| 3Y | +137.1% | +14.0% | +123.1% | +122.1% |
| All | +753.4% | +20.0% | +733.4% | +659.2% |
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