-11.4%
MSCI vs DLTR
+34.4%
-45.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.6% | +1.8% | -2.9% |
| 7D | -2.1% | -5.8% | +3.7% | -1.2% |
| 30D | -1.7% | -5.2% | +3.5% | -1.0% |
| 3M | -8.2% | +15.2% | -23.4% | -10.3% |
| 6M | -2.4% | +7.1% | -9.6% | -4.1% |
| YTD | -2.8% | +0.8% | -3.7% | -3.7% |
| 1Y | -2.7% | +24.8% | -27.4% | -7.2% |
| 3Y | +7.3% | +6.9% | +0.4% | +2.8% |
| 5Y | -11.4% | +33.2% | -44.7% | -15.9% |
| All | -11.4% | +34.4% | -45.8% | -15.9% |
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 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