+2,806.0%
MSCI vs DLTR
+1,437.7%
+1,368.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.4% |
| 7D | -1.9% | -2.8% | +0.9% | -1.3% |
| 30D | +16.5% | +21.5% | -5.0% | +11.0% |
| 3M | +18.2% | +11.6% | +6.6% | +14.7% |
| 6M | +14.0% | +58.7% | -44.8% | +0.9% |
| YTD | +16.6% | +16.2% | +0.4% | +10.6% |
| 1Y | +14.8% | +34.8% | -20.0% | +4.6% |
| 3Y | +33.3% | +25.3% | +8.0% | +18.3% |
| 5Y | +9.1% | +25.8% | -16.8% | -6.1% |
| 10Y | +820.4% | +83.7% | +736.7% | +557.2% |
| All | +2,806.0% | +1,437.7% | +1,368.3% | +893.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling