+28.8%
DLTR vs ALLE
-8.6%
+37.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.9% | -5.4% |
| 7D | -5.8% | +2.8% | -8.6% | -6.5% |
| 30D | -5.2% | -7.6% | +2.4% | -3.1% |
| 3M | +15.2% | +22.8% | -7.6% | +7.2% |
| 6M | +7.1% | +4.6% | +2.5% | +3.8% |
| YTD | +0.8% | -1.2% | +2.1% | -3.9% |
| All | +28.8% | -8.6% | +37.4% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 1y: compounded portfolio wealth divided by compounded ALLE 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…
1y analysis · Full analysis span regression · 6 months rolling