+24.9%
DLTR vs ACI
-41.9%
+66.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.5% |
| 7D | +2.4% | -0.5% | +2.9% | +2.5% |
| 30D | +21.5% | +4.9% | +16.6% | +20.3% |
| 3M | +9.8% | +11.1% | -1.3% | +7.3% |
| 6M | +58.6% | -14.9% | +73.6% | +62.6% |
| YTD | +14.8% | -19.6% | +34.5% | +19.0% |
| 1Y | +33.0% | -22.7% | +55.8% | +39.1% |
| 3Y | +23.8% | -31.2% | +55.1% | +32.0% |
| 5Y | +24.9% | -42.3% | +67.3% | +31.4% |
| All | +24.9% | -41.9% | +66.8% | +31.4% |
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