+23.5%
DLTR vs ALLY
-6.7%
+30.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +4.4% |
| 7D | -1.0% | -0.2% | -0.8% | -0.8% |
| 30D | +15.7% | +3.4% | +12.2% | +14.8% |
| 3M | +4.8% | -11.1% | +15.9% | +8.2% |
| 6M | +45.6% | -11.5% | +57.1% | +50.2% |
| YTD | +11.6% | -12.3% | +23.9% | +15.0% |
| 1Y | +29.8% | +1.1% | +28.7% | +29.0% |
| 3Y | +20.8% | +64.8% | -44.0% | +3.9% |
| 5Y | +23.5% | -6.9% | +30.3% | +22.7% |
| All | +23.5% | -6.7% | +30.2% | +22.7% |
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