+6,650.4%
DLTR vs ACGL
+4,891.8%
+1,758.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.9% | +4.5% |
| 7D | -1.0% | -1.1% | +0.1% | -0.7% |
| 30D | +15.7% | +13.1% | +2.5% | +12.7% |
| 3M | +4.8% | +9.8% | -5.0% | +2.8% |
| 6M | +45.6% | +15.3% | +30.4% | +41.1% |
| YTD | +11.6% | +12.7% | -1.2% | +8.5% |
| 1Y | +29.8% | +20.7% | +9.1% | +24.3% |
| 3Y | +20.8% | +34.3% | -13.5% | +11.5% |
| 5Y | +23.5% | +170.6% | -147.1% | -3.9% |
| 10Y | +80.5% | +330.6% | -250.1% | +24.2% |
| All | +6,650.4% | +4,891.8% | +1,758.5% | +2,858.3% |
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