+477.7%
ASX vs DLTR
+34.4%
+443.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.6% | +11.7% | +6.9% |
| 7D | +6.3% | -5.8% | +12.1% | +7.1% |
| 30D | +6.4% | -5.2% | +11.7% | +7.0% |
| 3M | +13.1% | +15.2% | -2.0% | +10.0% |
| 6M | +90.3% | +7.1% | +83.2% | +86.4% |
| YTD | +149.6% | +0.8% | +148.8% | +146.7% |
| 1Y | +249.2% | +24.8% | +224.4% | +232.7% |
| 3Y | +445.9% | +6.9% | +439.0% | +421.7% |
| 5Y | +477.7% | +33.2% | +444.5% | +503.7% |
| All | +477.7% | +34.4% | +443.4% | +503.7% |
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