+86.5%
ATI vs DLTR
+45.2%
+41.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +9.6% | -10.3% | -2.0% |
| 7D | +8.3% | +15.6% | -7.2% | +6.0% |
| 30D | -7.3% | +29.9% | -37.1% | -11.2% |
| 3M | -10.5% | +12.5% | -23.0% | -12.0% |
| 6M | +16.4% | +56.3% | -39.9% | +3.5% |
| YTD | +56.1% | +19.5% | +36.6% | +51.0% |
| 1Y | +86.5% | +44.0% | +42.5% | +69.9% |
| All | +86.5% | +45.2% | +41.3% | +69.9% |
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