-55.1%
MTZ vs DLTR
+51.6%
-106.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.5% | +3.1% | +4.9% |
| 7D | +12.9% | -2.8% | +15.7% | +12.1% |
| 30D | -8.5% | +21.5% | -30.0% | -4.9% |
| 3M | -30.6% | +11.6% | -42.2% | -28.3% |
| 6M | -55.1% | +58.7% | -113.8% | -53.9% |
| All | -55.1% | +51.6% | -106.7% | -53.9% |
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 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