+33.9%
DLTR vs ADVB
-72.7%
+106.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -23.6% | +21.3% | -2.7% |
| 7D | +5.3% | +27.8% | -22.5% | +6.1% |
| 30D | +13.4% | -50.8% | +64.2% | +12.5% |
| 3M | +6.6% | -70.5% | +77.1% | +5.0% |
| 6M | +59.1% | -46.7% | +105.8% | +57.7% |
| YTD | +12.3% | -56.7% | +68.9% | +14.5% |
| 1Y | +33.9% | -71.8% | +105.6% | +37.5% |
| All | +33.9% | -72.7% | +106.5% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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