+1,454.7%
AMT vs DLTR
+2,073.9%
-619.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.2% | +1.5% |
| 7D | +1.5% | +5.3% | -3.8% | +0.3% |
| 30D | +6.8% | +13.4% | -6.6% | +3.7% |
| 3M | +11.2% | +6.6% | +4.6% | +9.2% |
| 6M | +12.5% | +59.1% | -46.6% | +0.6% |
| YTD | +12.5% | +12.3% | +0.2% | +8.0% |
| 1Y | +10.1% | +33.9% | -23.8% | +1.5% |
| 3Y | +16.0% | +23.0% | -7.0% | +4.6% |
| 5Y | -17.2% | +22.1% | -39.3% | -27.6% |
| 10Y | +135.2% | +77.5% | +57.8% | +75.5% |
| All | +1,454.7% | +2,073.9% | -619.1% | +416.6% |
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