+40.4%
MXL vs DLTR
+30.4%
+10.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.4% | +8.0% | +7.6% |
| 7D | +18.9% | -10.1% | +28.9% | +21.2% |
| 30D | +0.3% | -8.1% | +8.4% | +1.6% |
| 3M | -8.0% | +2.9% | -10.9% | -10.1% |
| 6M | +341.2% | +4.3% | +336.9% | +327.8% |
| YTD | +327.8% | -3.9% | +331.8% | +322.3% |
| 1Y | +364.9% | +18.9% | +346.0% | +332.6% |
| 3Y | +229.2% | +1.9% | +227.3% | +215.9% |
| All | +40.4% | +30.4% | +10.0% | +35.7% |
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 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