+1,623.2%
ACN vs DLTR
+1,047.8%
+575.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.6% | +1.5% | -2.8% |
| 7D | -4.8% | -5.8% | +1.0% | -3.5% |
| 30D | +1.9% | -5.2% | +7.1% | +3.1% |
| 3M | +3.9% | +15.2% | -11.3% | +0.1% |
| 6M | -15.0% | +7.1% | -22.1% | -17.3% |
| YTD | -31.9% | +0.8% | -32.7% | -32.9% |
| 1Y | -28.5% | +24.8% | -53.3% | -33.3% |
| 3Y | -41.9% | +6.9% | -48.8% | -46.0% |
| 5Y | -42.9% | +33.2% | -76.1% | -51.4% |
| 10Y | +88.7% | +51.6% | +37.2% | +46.2% |
| All | +1,623.2% | +1,047.8% | +575.4% | +477.6% |
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