-92.7%
MSTU vs DLTR
+29.2%
-121.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -3.2% |
| 7D | +21.3% | +2.5% | +18.9% | +20.2% |
| 30D | +90.8% | +2.1% | +88.8% | +88.3% |
| 3M | -6.8% | +20.3% | -27.0% | -14.3% |
| 6M | -39.8% | +11.5% | -51.3% | -41.4% |
| YTD | -55.7% | +6.8% | -62.5% | -56.3% |
| 1Y | -92.7% | +31.1% | -123.8% | -93.9% |
| All | -92.7% | +29.2% | -121.9% | -93.9% |
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 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