+21.3%
ADM vs DLTR
+45.2%
-24.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +9.6% | -9.3% | +0.5% |
| 7D | -8.3% | +15.6% | -23.9% | -7.9% |
| 30D | -14.1% | +29.9% | -44.0% | -13.5% |
| 3M | -10.7% | +12.5% | -23.2% | -10.5% |
| 6M | -5.9% | +56.3% | -62.2% | -4.9% |
| YTD | +25.8% | +19.5% | +6.3% | +29.1% |
| 1Y | +21.3% | +44.0% | -22.7% | +26.9% |
| All | +21.3% | +45.2% | -24.0% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling