-31.2%
AMT vs DLTR
+29.9%
-61.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | -2.7% | -9.4% | +6.8% | -1.8% |
| 30D | +2.0% | -7.3% | +9.4% | +2.7% |
| 3M | -9.3% | +7.6% | -16.8% | -9.9% |
| 6M | -5.2% | +1.6% | -6.8% | -5.7% |
| YTD | +0.5% | -3.5% | +4.0% | +0.4% |
| 1Y | -7.3% | +20.0% | -27.3% | -9.2% |
| 3Y | +6.2% | +2.3% | +4.0% | +5.0% |
| 5Y | -31.2% | +31.5% | -62.7% | -30.1% |
| All | -31.2% | +29.9% | -61.1% | -30.1% |
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