+31.1%
DLTR vs A
+21.7%
+9.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | 0.0% |
| 7D | +2.5% | -1.9% | +4.4% | +3.3% |
| 30D | +2.1% | +6.9% | -4.8% | -1.7% |
| 3M | +20.3% | +9.2% | +11.0% | +14.3% |
| 6M | +11.5% | +25.7% | -14.2% | -2.7% |
| YTD | +6.8% | +11.5% | -4.7% | -4.7% |
| 1Y | +31.1% | +18.4% | +12.7% | +19.4% |
| All | +31.1% | +21.7% | +9.4% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling