-45.1%
ALB vs DLTR
+27.2%
-72.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.6% | +1.7% | -1.9% |
| 7D | -8.6% | -10.2% | +1.7% | -6.5% |
| 30D | -4.0% | -8.5% | +4.4% | -2.3% |
| 3M | -17.4% | +5.6% | -22.9% | -18.8% |
| 6M | -25.4% | +2.2% | -27.6% | -26.6% |
| YTD | -10.5% | -3.8% | -6.8% | -11.0% |
| 1Y | +75.8% | +22.9% | +52.9% | +63.2% |
| 3Y | -28.5% | +2.0% | -30.6% | -32.4% |
| 5Y | -45.1% | +29.8% | -74.9% | -48.1% |
| All | -45.1% | +27.2% | -72.3% | -48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling