+80.5%
DLTR vs AMBA
+12.8%
+67.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.3% | -0.6% | +4.1% |
| 7D | -1.0% | 0.0% | -0.9% | -1.0% |
| 30D | +15.7% | -8.6% | +24.3% | +16.6% |
| 3M | +4.8% | -29.0% | +33.8% | +8.4% |
| 6M | +45.6% | -19.2% | +64.8% | +44.8% |
| YTD | +11.6% | -13.0% | +24.5% | +9.1% |
| 1Y | +29.8% | -31.3% | +61.0% | +30.3% |
| 3Y | +20.8% | +28.1% | -7.4% | +6.2% |
| 5Y | +23.5% | -69.4% | +92.9% | +25.4% |
| 10Y | +80.5% | +7.6% | +72.8% | +32.5% |
| All | +80.5% | +12.8% | +67.7% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling