+37.5%
MTZ vs DLTR
+19.6%
+18.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.6% | +2.3% | -2.0% |
| 7D | +2.3% | -10.2% | +12.5% | +2.9% |
| 30D | -10.3% | -8.5% | -1.8% | -9.9% |
| 3M | -31.8% | +5.6% | -37.4% | -32.8% |
| 6M | -19.2% | +2.2% | -21.4% | -18.7% |
| YTD | +10.7% | -3.8% | +14.5% | +12.2% |
| 1Y | +37.5% | +22.9% | +14.6% | +29.7% |
| All | +37.5% | +19.6% | +18.0% | +29.7% |
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