+9,900.0%
DE vs DLTR
+10,457.1%
-557.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -2.6% | -10.1% | +7.5% | -0.9% |
| 30D | +9.0% | -8.1% | +17.1% | +10.5% |
| 3M | +19.1% | +2.9% | +16.3% | +18.2% |
| 6M | +14.4% | +4.3% | +10.0% | +12.6% |
| YTD | +45.9% | -3.9% | +49.9% | +45.4% |
| 1Y | +43.6% | +18.9% | +24.7% | +37.7% |
| 3Y | +75.9% | +1.9% | +74.0% | +68.6% |
| 5Y | +98.8% | +31.0% | +67.8% | +79.4% |
| 10Y | +861.4% | +44.8% | +816.7% | +734.3% |
| All | +9,900.0% | +10,457.1% | -557.1% | +5,107.1% |
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