+32.4%
DLTR vs AFL
+133.8%
-101.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -10.1% | -1.6% | -8.4% | -9.7% |
| 30D | -8.1% | -4.0% | -4.1% | -7.2% |
| 3M | +2.9% | -0.5% | +3.4% | +2.9% |
| 6M | +4.3% | +6.5% | -2.2% | +2.4% |
| YTD | -3.9% | +6.2% | -10.1% | -5.7% |
| 1Y | +18.9% | +8.3% | +10.6% | +16.0% |
| 3Y | +1.9% | +62.5% | -60.6% | -15.9% |
| All | +32.4% | +133.8% | -101.4% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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