+3,582.5%
ASX vs DLTR
+956.9%
+2,625.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.5% | +5.1% | +6.3% |
| 7D | +0.8% | -2.8% | +3.6% | +1.7% |
| 30D | -20.4% | +21.5% | -41.9% | -23.7% |
| 3M | -2.1% | +11.6% | -13.7% | -5.0% |
| 6M | +8.2% | +58.7% | -50.5% | -3.1% |
| YTD | +137.3% | +16.2% | +121.1% | +126.0% |
| 1Y | +155.0% | +34.8% | +120.2% | +135.0% |
| 3Y | +397.9% | +25.3% | +372.7% | +350.3% |
| 5Y | +529.2% | +25.8% | +503.4% | +455.6% |
| 10Y | +1,007.5% | +83.7% | +923.9% | +755.2% |
| All | +3,582.5% | +956.9% | +2,625.6% | +1,598.3% |
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