+45.7%
ADM vs DLTR
+21.9%
+23.8%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +3.0% | -9.4% | +12.4% | +2.6% |
| 30D | +8.7% | -7.3% | +16.0% | +8.4% |
| 3M | +7.6% | +7.6% | 0.0% | +7.9% |
| 6M | +26.9% | +1.6% | +25.3% | +28.5% |
| YTD | +54.3% | -3.5% | +57.8% | +56.7% |
| 1Y | +45.7% | +20.0% | +25.6% | +47.9% |
| All | +45.7% | +21.9% | +23.8% | +47.9% |
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