+1,464.8%
DLTR vs ACWI
+339.1%
+1,125.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.9% |
| 7D | +5.0% | -0.2% | +5.2% | +5.3% |
| 30D | +18.7% | -3.3% | +22.0% | +21.0% |
| 3M | +8.9% | -3.4% | +12.3% | +11.0% |
| 6M | +49.4% | +0.8% | +48.6% | +48.6% |
| YTD | +14.5% | +10.7% | +3.8% | +8.1% |
| 1Y | +32.5% | +11.6% | +20.9% | +24.7% |
| 3Y | +23.4% | +73.4% | -49.9% | -8.7% |
| 5Y | +26.2% | +60.2% | -34.0% | -3.0% |
| 10Y | +82.4% | +221.6% | -139.2% | +0.5% |
| All | +1,464.8% | +339.1% | +1,125.7% | +698.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling