+8,732.1%
AMD vs DLTR
+45.2%
+8,686.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.6% | +7.6% | +4.0% |
| 7D | +14.0% | -10.2% | +24.3% | +16.5% |
| 30D | +11.0% | -8.5% | +19.5% | +12.7% |
| 3M | +9.6% | +5.6% | +4.0% | +7.3% |
| 6M | +157.1% | +2.2% | +154.9% | +151.7% |
| YTD | +143.3% | -3.8% | +147.1% | +140.9% |
| 1Y | +234.4% | +22.9% | +211.5% | +210.9% |
| 3Y | +391.2% | +2.0% | +389.1% | +364.5% |
| 5Y | +390.9% | +29.8% | +361.1% | +327.0% |
| 10Y | +8,732.1% | +45.0% | +8,687.1% | +7,799.8% |
| All | +8,732.1% | +45.2% | +8,686.9% | +7,799.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling