+33.2%
DLTR vs ALLY
-0.2%
+33.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.3% | -2.3% | -4.8% |
| 7D | -5.8% | +1.0% | -6.9% | -6.0% |
| 30D | -5.2% | -3.3% | -1.9% | -4.4% |
| 3M | +15.2% | +0.5% | +14.7% | +14.9% |
| 6M | +7.1% | +12.6% | -5.5% | +3.8% |
| YTD | +0.8% | -4.7% | +5.5% | +1.6% |
| 1Y | +24.8% | +5.2% | +19.6% | +22.5% |
| 3Y | +6.9% | +66.5% | -59.6% | -8.4% |
| 5Y | +33.2% | +0.2% | +33.0% | +26.8% |
| All | +33.2% | -0.2% | +33.5% | +26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling