+1,266.0%
DLTR vs AGI
+5,453.2%
-4,187.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.3% | -5.9% | -4.6% |
| 7D | -10.2% | +2.2% | -12.5% | -10.3% |
| 30D | -8.5% | +11.3% | -19.8% | -8.6% |
| 3M | +5.6% | +5.6% | -0.1% | +5.4% |
| 6M | +2.2% | -27.7% | +29.9% | +2.5% |
| YTD | -3.8% | -4.1% | +0.3% | -3.8% |
| 1Y | +22.9% | +13.8% | +9.1% | +22.6% |
| 3Y | +2.0% | +217.0% | -215.0% | +0.5% |
| 5Y | +29.8% | +404.3% | -374.5% | +27.3% |
| 10Y | +45.0% | +400.5% | -355.5% | +42.1% |
| All | +1,266.0% | +5,453.2% | -4,187.1% | +1,323.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling