-88.0%
MSTU vs DLTR
+61.1%
-149.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.7% |
| 7D | -16.6% | -10.1% | -6.5% | -13.1% |
| 30D | +69.7% | -8.1% | +77.8% | +74.0% |
| 3M | -7.5% | +2.9% | -10.3% | -9.9% |
| 6M | -43.1% | +4.3% | -47.5% | -45.0% |
| YTD | -63.0% | -3.9% | -59.1% | -62.9% |
| 1Y | -93.8% | +18.9% | -112.7% | -94.3% |
| All | -88.0% | +61.1% | -149.1% | -85.0% |
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