+24.8%
DLTR vs ACWI
+21.5%
+3.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.3% |
| 7D | -5.8% | +1.1% | -6.9% | -6.6% |
| 30D | -5.2% | -0.2% | -5.0% | -5.1% |
| 3M | +15.2% | +4.7% | +10.5% | +10.8% |
| 6M | +7.1% | +14.5% | -7.3% | -5.7% |
| YTD | +0.8% | +14.6% | -13.8% | -12.1% |
| 1Y | +24.8% | +21.4% | +3.4% | +4.1% |
| All | +24.8% | +21.5% | +3.3% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling