+31.5%
DLTR vs ACI
-44.6%
+76.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.5% |
| 7D | -9.4% | -7.1% | -2.4% | -7.9% |
| 30D | -7.3% | -4.5% | -2.9% | -6.3% |
| 3M | +7.6% | -22.3% | +29.8% | +13.0% |
| 6M | +1.6% | -28.4% | +30.0% | +8.4% |
| YTD | -3.5% | -29.5% | +26.0% | +3.1% |
| 1Y | +20.0% | -34.2% | +54.3% | +30.3% |
| 3Y | +2.3% | -45.7% | +47.9% | +15.1% |
| 5Y | +31.5% | -40.8% | +72.3% | +40.2% |
| All | +31.5% | -44.6% | +76.1% | +40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling