+33.9%
DLTR vs A
+17.3%
+16.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.5% |
| 7D | +5.3% | -0.5% | +5.7% | +5.5% |
| 30D | +13.4% | 0.0% | +13.4% | +13.2% |
| 3M | +6.6% | +16.7% | -10.1% | -2.2% |
| 6M | +59.1% | +54.8% | +4.2% | +22.8% |
| YTD | +12.3% | +28.8% | -16.6% | -7.7% |
| 1Y | +33.9% | +19.3% | +14.5% | +13.8% |
| All | +33.9% | +17.3% | +16.6% | +13.8% |
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