-32.6%
MP vs DLTR
+34.7%
-67.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.3% | +5.8% | +3.6% |
| 7D | +9.5% | +5.3% | +4.2% | +9.1% |
| 30D | -3.0% | +13.4% | -16.4% | -3.9% |
| 3M | -30.4% | +6.6% | -37.0% | -30.9% |
| 6M | -39.2% | +59.1% | -98.3% | -43.9% |
| YTD | -23.3% | +12.3% | -35.5% | -24.4% |
| 1Y | -32.6% | +33.9% | -66.5% | -33.9% |
| All | -32.6% | +34.7% | -67.4% | -33.9% |
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