+42.5%
DLTR vs ALLE
+13.7%
+28.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.1% |
| 7D | +2.5% | -0.2% | +2.7% | +2.5% |
| 30D | +2.1% | -6.8% | +8.9% | +4.7% |
| 3M | +20.3% | +21.0% | -0.8% | +11.2% |
| 6M | +11.5% | +1.1% | +10.4% | +10.1% |
| YTD | +6.8% | -0.5% | +7.4% | +5.5% |
| 1Y | +31.1% | -7.3% | +38.3% | +33.1% |
| 3Y | +10.7% | +42.3% | -31.6% | -7.5% |
| All | +42.5% | +13.7% | +28.8% | +33.5% |
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