+1,129.1%
DIA vs DLTR
+2,364.1%
-1,235.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -0.2% | +2.5% | -2.6% | -0.6% |
| 30D | -1.5% | +2.1% | -3.6% | -1.9% |
| 3M | +3.8% | +20.3% | -16.5% | +0.3% |
| 6M | +10.3% | +11.5% | -1.2% | +7.3% |
| YTD | +12.1% | +6.8% | +5.3% | +9.7% |
| 1Y | +18.6% | +31.1% | -12.4% | +11.7% |
| 3Y | +60.6% | +10.7% | +50.0% | +51.4% |
| 5Y | +64.4% | +41.6% | +22.8% | +44.8% |
| 10Y | +250.1% | +58.1% | +192.0% | +192.2% |
| All | +1,129.1% | +2,364.1% | -1,235.0% | +479.9% |
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 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