+9,142.1%
ADI vs DLTR
+10,981.5%
-1,839.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.6% | +5.9% | +1.7% |
| 7D | +2.4% | -5.8% | +8.3% | +4.0% |
| 30D | -6.6% | -5.2% | -1.3% | -5.5% |
| 3M | -9.8% | +15.2% | -25.0% | -13.6% |
| 6M | +15.7% | +7.1% | +8.5% | +11.9% |
| YTD | +35.1% | +0.8% | +34.3% | +32.4% |
| 1Y | +47.7% | +24.8% | +22.9% | +36.6% |
| 3Y | +114.5% | +6.9% | +107.5% | +98.2% |
| 5Y | +141.2% | +33.2% | +108.0% | +102.2% |
| 10Y | +611.3% | +51.6% | +559.8% | +444.9% |
| All | +9,142.1% | +10,981.5% | -1,839.4% | +2,168.5% |
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