+22.9%
DLTR vs ALLY
+4.3%
+18.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.1% | -3.5% | -4.2% |
| 7D | -10.2% | -1.9% | -8.3% | -9.5% |
| 30D | -8.5% | -4.5% | -4.0% | -6.9% |
| 3M | +5.6% | -2.8% | +8.4% | +6.4% |
| 6M | +2.2% | +10.3% | -8.1% | -1.3% |
| YTD | -3.8% | -5.7% | +1.9% | -0.8% |
| 1Y | +22.9% | +3.9% | +19.0% | +16.0% |
| All | +22.9% | +4.3% | +18.7% | +16.0% |
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