-43.2%
MP vs DLTR
+33.1%
-76.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +7.4% | -4.4% | +2.5% |
| 7D | -3.6% | +5.0% | -8.7% | -3.9% |
| 30D | -21.0% | +18.7% | -39.7% | -22.1% |
| 3M | -33.3% | +8.9% | -42.2% | -33.9% |
| 6M | -45.9% | +49.4% | -95.4% | -49.3% |
| YTD | -27.8% | +14.5% | -42.3% | -29.1% |
| 1Y | -43.2% | +32.5% | -75.7% | -45.0% |
| All | -43.2% | +33.1% | -76.3% | -45.0% |
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