+24.8%
DLTR vs ACGL
+2.4%
+22.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.4% | -3.2% | -5.1% |
| 7D | -5.8% | -2.9% | -2.9% | -5.2% |
| 30D | -5.2% | -2.8% | -2.4% | -4.6% |
| 3M | +15.2% | +6.8% | +8.4% | +14.6% |
| 6M | +7.1% | -1.5% | +8.7% | +7.6% |
| YTD | +0.8% | -0.2% | +1.1% | +1.6% |
| 1Y | +24.8% | +5.3% | +19.5% | +22.9% |
| All | +24.8% | +2.4% | +22.4% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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