+8.6%
ALB vs DLTR
+45.2%
-36.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +9.6% | -4.3% | +4.8% |
| 7D | -2.1% | +15.6% | -17.6% | -2.7% |
| 30D | -9.0% | +29.9% | -38.9% | -10.2% |
| 3M | -21.1% | +12.5% | -33.6% | -21.8% |
| 6M | -49.9% | +56.3% | -106.2% | -50.6% |
| YTD | -32.3% | +19.5% | -51.8% | -31.6% |
| 1Y | +8.6% | +44.0% | -35.4% | +0.4% |
| All | +8.6% | +45.2% | -36.6% | +0.4% |
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