+2.7%
AA vs DLTR
+29.9%
-27.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.0% | -4.8% |
| 7D | -5.4% | -9.4% | +4.1% | -3.4% |
| 30D | -10.7% | -7.3% | -3.3% | -9.4% |
| 3M | -26.2% | +7.6% | -33.7% | -27.9% |
| 6M | -20.9% | +1.6% | -22.5% | -22.2% |
| YTD | -8.6% | -3.5% | -5.1% | -9.2% |
| 1Y | +57.4% | +20.0% | +37.4% | +47.4% |
| 3Y | +77.8% | +2.3% | +75.5% | +69.8% |
| 5Y | +2.7% | +31.5% | -28.9% | -2.3% |
| All | +2.7% | +29.9% | -27.2% | -2.3% |
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