+51.0%
MSFU vs DLTR
+55.4%
-4.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.6% | +1.1% |
| 7D | -2.8% | +5.3% | -8.1% | -4.5% |
| 30D | -5.3% | +13.4% | -18.7% | -8.5% |
| 3M | +7.2% | +6.6% | +0.6% | +5.4% |
| 6M | +51.0% | +59.1% | -8.1% | +29.3% |
| All | +51.0% | +55.4% | -4.4% | +29.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling