+992.0%
ASX vs DLTR
+45.2%
+946.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.6% | +8.1% | +4.4% |
| 7D | +11.1% | -10.2% | +21.4% | +13.2% |
| 30D | +9.6% | -8.5% | +18.1% | +11.0% |
| 3M | +18.6% | +5.6% | +13.1% | +16.6% |
| 6M | +92.1% | +2.2% | +89.9% | +88.9% |
| YTD | +158.5% | -3.8% | +162.2% | +156.8% |
| 1Y | +271.9% | +22.9% | +249.0% | +250.9% |
| 3Y | +465.2% | +2.0% | +463.2% | +438.1% |
| 5Y | +479.4% | +29.8% | +449.6% | +410.9% |
| 10Y | +992.0% | +45.0% | +946.9% | +811.5% |
| All | +992.0% | +45.2% | +946.7% | +811.5% |
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 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