-87.2%
MSTU vs DLTR
+45.2%
-132.4%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +9.6% | +0.7% | +7.8% |
| 7D | -4.8% | +15.6% | -20.4% | -8.5% |
| 30D | -29.6% | +29.9% | -59.4% | -34.6% |
| 3M | +69.4% | +12.5% | +56.9% | +63.5% |
| 6M | -62.2% | +56.3% | -118.5% | -69.1% |
| YTD | -61.1% | +19.5% | -80.6% | -62.4% |
| 1Y | -87.2% | +44.0% | -131.2% | -89.5% |
| All | -87.2% | +45.2% | -132.4% | -89.5% |
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