+43.4%
DLTR vs AGI
+392.3%
-348.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.4% |
| 7D | -10.1% | -2.7% | -7.3% | -10.0% |
| 30D | -8.1% | +7.2% | -15.4% | -8.4% |
| 3M | +2.9% | +4.3% | -1.4% | +2.6% |
| 6M | +4.3% | -27.1% | +31.4% | +5.2% |
| YTD | -3.9% | -6.6% | +2.7% | -3.9% |
| 1Y | +18.9% | +9.5% | +9.4% | +18.2% |
| 3Y | +1.9% | +208.4% | -206.5% | -1.9% |
| 5Y | +31.0% | +401.6% | -370.6% | +24.8% |
| All | +43.4% | +392.3% | -348.9% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling