+2,977.6%
ALB vs DLTR
+11,640.8%
-8,663.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.7% | -4.5% |
| 7D | -8.1% | +2.5% | -10.5% | -8.5% |
| 30D | +6.3% | +2.1% | +4.2% | +5.9% |
| 3M | -23.6% | +20.3% | -43.8% | -26.2% |
| 6M | -24.6% | +11.5% | -36.1% | -26.8% |
| YTD | -10.3% | +6.8% | -17.1% | -12.4% |
| 1Y | +61.5% | +31.1% | +30.4% | +51.7% |
| 3Y | -34.0% | +10.7% | -44.7% | -37.4% |
| 5Y | -44.6% | +41.6% | -86.2% | -50.3% |
| 10Y | +76.1% | +58.1% | +18.0% | +50.2% |
| All | +2,977.6% | +11,640.8% | -8,663.2% | +1,568.5% |
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