+6,877.2%
DLTR vs AEIS
+2,641.0%
+4,236.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.8% | -8.4% | -6.0% |
| 7D | -5.8% | +8.1% | -14.0% | -6.8% |
| 30D | -5.2% | -11.1% | +5.9% | -4.1% |
| 3M | +15.2% | -5.6% | +20.8% | +14.5% |
| 6M | +7.1% | -0.6% | +7.8% | +4.9% |
| YTD | +0.8% | +38.0% | -37.2% | -5.9% |
| 1Y | +24.8% | +87.2% | -62.4% | +11.4% |
| 3Y | +6.9% | +179.7% | -172.8% | -11.1% |
| 5Y | +33.2% | +241.7% | -208.5% | +6.6% |
| 10Y | +51.6% | +547.2% | -495.6% | +6.7% |
| All | +6,877.2% | +2,641.0% | +4,236.2% | +3,396.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling