+112.4%
C vs DLTR
+23.7%
+88.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.6% | -2.2% | +1.8% |
| 7D | -0.9% | -1.0% | +0.1% | -0.8% |
| 30D | -5.4% | +15.7% | -21.1% | -7.4% |
| 3M | -9.2% | +4.8% | -14.0% | -10.0% |
| 6M | -1.8% | +45.6% | -47.4% | -7.9% |
| YTD | +6.7% | +11.6% | -4.9% | +4.0% |
| 1Y | +23.5% | +29.8% | -6.3% | +17.3% |
| 3Y | +219.8% | +20.8% | +199.0% | +200.5% |
| 5Y | +112.4% | +23.5% | +89.0% | +100.4% |
| All | +112.4% | +23.7% | +88.7% | +100.4% |
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 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