+719.8%
MU vs DLTR
+29.2%
+690.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +6.1% |
| 7D | +9.0% | +2.5% | +6.5% | +9.2% |
| 30D | +13.8% | +2.1% | +11.7% | +14.1% |
| 3M | +2.1% | +20.3% | -18.2% | +2.2% |
| 6M | +153.8% | +11.5% | +142.3% | +163.7% |
| YTD | +256.4% | +6.8% | +249.6% | +272.6% |
| 1Y | +719.8% | +31.1% | +688.7% | +678.7% |
| All | +719.8% | +29.2% | +690.5% | +678.7% |
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