+145.4%
ASX vs DLTR
+34.7%
+110.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.2% | -1.9% |
| 7D | +12.4% | +5.3% | +7.1% | +12.3% |
| 30D | -19.8% | +13.4% | -33.2% | -19.3% |
| 3M | -10.3% | +6.6% | -16.9% | -9.4% |
| 6M | +1.2% | +59.1% | -57.8% | -5.3% |
| YTD | +123.0% | +12.3% | +110.8% | +124.5% |
| 1Y | +145.4% | +33.9% | +111.6% | +144.6% |
| All | +145.4% | +34.7% | +110.7% | +144.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling