+18.5%
DLTR vs ALLE
+49.9%
-31.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -4.6% |
| 7D | -2.0% | -0.6% | -1.5% | -1.7% |
| 30D | +12.8% | +25.3% | -12.6% | +3.6% |
| 3M | +1.1% | +10.3% | -9.2% | -2.6% |
| 6M | +35.9% | +38.0% | -2.2% | +19.6% |
| YTD | +6.6% | +17.8% | -11.2% | -1.1% |
| 1Y | +28.6% | +13.6% | +15.0% | +21.0% |
| 3Y | +14.0% | +89.2% | -75.2% | -15.0% |
| All | +18.5% | +49.9% | -31.4% | -3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling