+1,049.0%
ATI vs DLTR
+29.9%
+1,019.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.7% |
| 7D | -2.7% | -9.4% | +6.7% | -1.0% |
| 30D | -13.5% | -7.3% | -6.2% | -12.4% |
| 3M | +8.5% | +7.6% | +1.0% | +6.5% |
| 6M | +25.2% | +1.6% | +23.6% | +23.6% |
| YTD | +73.4% | -3.5% | +76.9% | +72.7% |
| 1Y | +160.5% | +20.0% | +140.5% | +148.8% |
| 3Y | +347.3% | +2.3% | +345.0% | +328.5% |
| 5Y | +1,049.0% | +31.5% | +1,017.4% | +952.0% |
| All | +1,049.0% | +29.9% | +1,019.1% | +952.0% |
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