+79.5%
DLTR vs ADVB
-88.8%
+168.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.8% | -1.8% | -5.7% |
| 7D | -5.8% | -14.0% | +8.2% | -6.0% |
| 30D | -5.2% | +41.0% | -46.2% | -4.6% |
| 3M | +15.2% | +127.9% | -112.7% | +16.2% |
| 6M | +7.1% | +101.3% | -94.2% | +8.9% |
| YTD | +0.8% | +53.8% | -52.9% | +2.6% |
| 1Y | +24.8% | +4.4% | +20.4% | +26.6% |
| All | +79.5% | -88.8% | +168.3% | +89.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling