+31.5%
DLTR vs AEIS
+219.6%
-188.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.4% | +0.9% |
| 7D | -9.4% | -0.2% | -9.2% | -9.5% |
| 30D | -7.3% | -16.4% | +9.1% | -5.0% |
| 3M | +7.6% | -11.1% | +18.7% | +7.3% |
| 6M | +1.6% | -12.0% | +13.6% | +0.2% |
| YTD | -3.5% | +30.9% | -34.4% | -13.7% |
| 1Y | +20.0% | +74.3% | -54.3% | -0.2% |
| 3Y | +2.3% | +165.2% | -162.9% | -25.9% |
| 5Y | +31.5% | +220.0% | -188.5% | -13.1% |
| All | +31.5% | +219.6% | -188.0% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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