+2,330.4%
ACN vs DLTR
+1,177.7%
+1,152.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.7% |
| 7D | -3.8% | +5.3% | -9.1% | -5.1% |
| 30D | +16.5% | +13.4% | +3.1% | +13.0% |
| 3M | +41.5% | +6.6% | +34.9% | +39.0% |
| 6M | +60.1% | +59.1% | +1.0% | +42.1% |
| YTD | -3.9% | +12.3% | -16.2% | -7.9% |
| 1Y | +4.1% | +33.9% | -29.8% | -4.4% |
| 3Y | -15.9% | +23.0% | -38.9% | -24.4% |
| 5Y | -26.3% | +22.1% | -48.4% | -35.6% |
| 10Y | +148.2% | +77.5% | +70.8% | +84.9% |
| All | +2,330.4% | +1,177.7% | +1,152.7% | +693.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling