+1,311.4%
AMT vs DLTR
+1,969.0%
-657.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.1% |
| 7D | -0.2% | +2.5% | -2.7% | -0.8% |
| 30D | +4.6% | +2.1% | +2.6% | +4.1% |
| 3M | -8.4% | +20.3% | -28.7% | -12.2% |
| 6M | -6.0% | +11.5% | -17.5% | -9.1% |
| YTD | +2.1% | +6.8% | -4.7% | -0.5% |
| 1Y | -6.4% | +31.1% | -37.5% | -13.2% |
| 3Y | +8.1% | +10.7% | -2.6% | +0.1% |
| 5Y | -31.9% | +41.6% | -73.5% | -42.7% |
| 10Y | +97.1% | +58.1% | +39.0% | +51.6% |
| All | +1,311.4% | +1,969.0% | -657.6% | +375.9% |
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