+162.1%
DLTR vs ALM
+7,705.7%
-7,543.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.3% |
| 7D | +2.5% | -2.6% | +5.1% | +2.5% |
| 30D | +2.1% | +32.0% | -29.9% | +2.0% |
| 3M | +20.3% | -15.0% | +35.3% | +20.3% |
| 6M | +11.5% | -10.1% | +21.6% | +11.5% |
| YTD | +6.8% | +99.4% | -92.6% | +6.7% |
| 1Y | +31.1% | +316.4% | -285.3% | +30.7% |
| 3Y | +10.7% | +2,022.0% | -2,011.3% | +10.1% |
| 5Y | +41.6% | +941.2% | -899.6% | +40.9% |
| 10Y | +58.1% | +2,950.3% | -2,892.2% | +57.2% |
| All | +162.1% | +7,705.7% | -7,543.6% | +160.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 all: compounded portfolio wealth divided by compounded ALM 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…
all analysis · Full analysis span regression · 6 months rolling