+80.3%
DLTR vs AMBA
+0.6%
+79.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.1% | -0.9% |
| 7D | +2.4% | +10.7% | -8.3% | +1.2% |
| 30D | +21.5% | -5.0% | +26.5% | +21.9% |
| 3M | +9.8% | -26.9% | +36.7% | +13.2% |
| 6M | +58.6% | -21.9% | +80.5% | +58.5% |
| YTD | +14.8% | -13.8% | +28.7% | +12.4% |
| 1Y | +33.0% | -36.1% | +69.1% | +34.9% |
| 3Y | +23.8% | +21.6% | +2.2% | +9.7% |
| 5Y | +24.9% | -68.8% | +93.7% | +26.5% |
| All | +80.3% | +0.6% | +79.7% | +32.7% |
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