-41.5%
DIS vs DLTR
+34.4%
-75.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.6% | +5.4% | +0.7% |
| 7D | -1.1% | -5.8% | +4.7% | -0.1% |
| 30D | +0.1% | -5.2% | +5.4% | +1.0% |
| 3M | +7.1% | +15.2% | -8.1% | +4.4% |
| 6M | +4.3% | +7.1% | -2.9% | +2.4% |
| YTD | -6.9% | +0.8% | -7.8% | -7.9% |
| 1Y | -10.3% | +24.8% | -35.1% | -14.8% |
| 3Y | +32.8% | +6.9% | +25.9% | +26.8% |
| 5Y | -41.5% | +33.2% | -74.7% | -42.6% |
| All | -41.5% | +34.4% | -75.8% | -42.6% |
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