+6,364.6%
DLTR vs ACGL
+4,429.2%
+1,935.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.7% |
| 7D | +2.5% | -0.7% | +3.2% | +2.6% |
| 30D | +2.1% | -1.0% | +3.1% | +2.3% |
| 3M | +20.3% | +11.0% | +9.2% | +17.5% |
| 6M | +11.5% | -0.3% | +11.8% | +11.4% |
| YTD | +6.8% | +2.3% | +4.6% | +6.0% |
| 1Y | +31.1% | +6.4% | +24.7% | +28.8% |
| 3Y | +10.7% | +34.0% | -23.3% | +1.9% |
| 5Y | +41.6% | +161.6% | -120.0% | +10.9% |
| 10Y | +58.1% | +278.6% | -220.5% | +11.7% |
| All | +6,364.6% | +4,429.2% | +1,935.4% | +2,790.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling