+31.1%
DLTR vs ALLY
+9.5%
+21.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +2.5% | +3.7% | -1.2% | +1.1% |
| 30D | +2.1% | -2.3% | +4.3% | +2.9% |
| 3M | +20.3% | +3.8% | +16.4% | +18.2% |
| 6M | +11.5% | +9.7% | +1.8% | +7.8% |
| YTD | +6.8% | -1.4% | +8.2% | +8.2% |
| 1Y | +31.1% | +8.2% | +22.9% | +21.8% |
| All | +31.1% | +9.5% | +21.6% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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