+14.8%
MSCI vs DLTR
+34.7%
-19.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.5% |
| 7D | -1.9% | -2.8% | +0.9% | -1.5% |
| 30D | +16.5% | +21.5% | -5.0% | +13.5% |
| 3M | +18.2% | +11.6% | +6.6% | +16.2% |
| 6M | +14.0% | +58.7% | -44.8% | +8.5% |
| YTD | +16.6% | +16.2% | +0.4% | +13.2% |
| 1Y | +14.8% | +34.8% | -20.0% | +9.0% |
| All | +14.8% | +34.7% | -19.9% | +9.0% |
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