+32.5%
DLTR vs ALLY
-1.7%
+34.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.9% | +3.5% |
| 7D | +5.0% | -0.7% | +5.7% | +5.5% |
| 30D | +18.7% | +1.1% | +17.6% | +18.5% |
| 3M | +8.9% | -13.2% | +22.0% | +14.6% |
| 6M | +49.4% | -13.5% | +62.9% | +57.2% |
| YTD | +14.5% | -14.3% | +28.8% | +22.9% |
| 1Y | +32.5% | -1.1% | +33.6% | +29.9% |
| All | +32.5% | -1.7% | +34.2% | +29.9% |
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