+1,436.1%
DLTR vs A
+457.0%
+979.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | +2.5% | -1.9% | +4.4% | +2.9% |
| 30D | +2.1% | +6.9% | -4.8% | +0.4% |
| 3M | +20.3% | +9.2% | +11.0% | +17.6% |
| 6M | +11.5% | +25.7% | -14.2% | +5.9% |
| YTD | +6.8% | +11.5% | -4.7% | +4.0% |
| 1Y | +31.1% | +18.4% | +12.7% | +25.7% |
| 3Y | +10.7% | +26.6% | -15.9% | +3.7% |
| 5Y | +41.6% | -12.8% | +54.4% | +41.3% |
| 10Y | +58.1% | +247.2% | -189.1% | +17.8% |
| All | +1,436.1% | +457.0% | +979.0% | +699.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling