+2.1%
DLTR vs ACI
-45.1%
+47.2%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.4% | -2.2% | -4.0% |
| 7D | -10.2% | -5.0% | -5.2% | -9.1% |
| 30D | -8.5% | -2.3% | -6.2% | -7.9% |
| 3M | +5.6% | -23.2% | +28.8% | +11.3% |
| 6M | +2.2% | -29.5% | +31.7% | +9.7% |
| YTD | -3.8% | -28.6% | +24.9% | +2.7% |
| 1Y | +22.9% | -34.0% | +57.0% | +34.0% |
| All | +2.1% | -45.1% | +47.2% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 3y: compounded portfolio wealth divided by compounded ACI 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…
3y analysis · Full analysis span regression · 6 months rolling