+136.5%
DLTR vs ALLE
+336.8%
-200.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.2% | +2.8% |
| 7D | +5.0% | +0.1% | +5.0% | +5.2% |
| 30D | +18.7% | +25.9% | -7.2% | +9.1% |
| 3M | +8.9% | +14.9% | -6.0% | +3.4% |
| 6M | +49.4% | +42.1% | +7.3% | +30.6% |
| YTD | +14.5% | +20.4% | -5.9% | +5.7% |
| 1Y | +32.5% | +14.9% | +17.6% | +24.5% |
| 3Y | +23.4% | +90.1% | -66.7% | -5.5% |
| 5Y | +26.2% | +53.0% | -26.8% | +2.9% |
| 10Y | +82.4% | +208.8% | -126.4% | +12.3% |
| All | +136.5% | +336.8% | -200.2% | +30.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling