+3,552.3%
ASX vs DLTR
+872.0%
+2,680.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -0.7% | +2.5% | -3.2% | -1.2% |
| 30D | +2.0% | +2.1% | -0.1% | +1.4% |
| 3M | -1.3% | +20.3% | -21.6% | -5.5% |
| 6M | +71.4% | +11.5% | +59.9% | +65.7% |
| YTD | +135.3% | +6.8% | +128.5% | +129.2% |
| 1Y | +267.5% | +31.1% | +236.4% | +241.4% |
| 3Y | +388.5% | +10.7% | +377.8% | +355.2% |
| 5Y | +417.1% | +41.6% | +375.5% | +344.2% |
| 10Y | +872.7% | +58.1% | +814.6% | +678.3% |
| All | +3,552.3% | +872.0% | +2,680.3% | +1,622.4% |
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