+41.9%
DLTR vs ACI
+25.9%
+16.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +2.5% | +0.2% | +2.3% | +2.4% |
| 30D | +2.1% | +5.9% | -3.8% | +1.0% |
| 3M | +20.3% | -19.8% | +40.0% | +24.4% |
| 6M | +11.5% | -24.7% | +36.3% | +16.4% |
| YTD | +6.8% | -24.4% | +31.2% | +11.3% |
| 1Y | +31.1% | -31.5% | +62.6% | +38.9% |
| 3Y | +10.7% | -38.7% | +49.4% | +18.9% |
| 5Y | +41.6% | -42.8% | +84.4% | +50.7% |
| All | +41.9% | +25.9% | +16.0% | +40.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling