+1,121.6%
ATI vs DLTR
+1,213.4%
-91.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.6% | +4.0% | 0.0% |
| 7D | +3.2% | -5.8% | +9.0% | +4.8% |
| 30D | -9.0% | -5.2% | -3.8% | -7.8% |
| 3M | +15.1% | +15.2% | -0.1% | +10.0% |
| 6M | +38.1% | +7.1% | +31.0% | +33.7% |
| YTD | +80.7% | +0.8% | +79.8% | +77.5% |
| 1Y | +167.5% | +24.8% | +142.7% | +146.7% |
| 3Y | +366.0% | +6.9% | +359.1% | +329.1% |
| 5Y | +1,088.8% | +33.2% | +1,055.5% | +884.6% |
| 10Y | +1,055.0% | +51.6% | +1,003.4% | +785.7% |
| All | +1,121.6% | +1,213.4% | -91.7% | +389.5% |
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