-15.1%
DLTR vs AHR
+360.2%
-375.3%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -9.4% | -3.0% | -6.4% | -9.3% |
| 30D | -7.3% | +2.6% | -9.9% | -7.4% |
| 3M | +7.6% | +16.0% | -8.5% | +7.4% |
| 6M | +1.6% | +3.1% | -1.5% | +1.6% |
| YTD | -3.5% | +16.0% | -19.6% | -3.9% |
| 1Y | +20.0% | +28.0% | -7.9% | +19.0% |
| All | -15.1% | +360.2% | -375.3% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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