+317.4%
DINO vs DLTR
+30.4%
+287.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +2.3% | -10.1% | +12.4% | +3.3% |
| 30D | +22.6% | -8.1% | +30.8% | +23.6% |
| 3M | +55.2% | +2.9% | +52.4% | +54.6% |
| 6M | +93.8% | +4.3% | +89.4% | +92.1% |
| YTD | +139.5% | -3.9% | +143.4% | +139.3% |
| 1Y | +115.3% | +18.9% | +96.4% | +107.9% |
| 3Y | +98.8% | +1.9% | +96.9% | +90.6% |
| All | +317.4% | +30.4% | +287.0% | +307.4% |
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