+83.7%
DLTR vs AMBA
+7.9%
+75.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.1% | +1.1% |
| 7D | -2.8% | +2.6% | -5.4% | -3.1% |
| 30D | +21.5% | -3.6% | +25.1% | +21.7% |
| 3M | +11.6% | -24.6% | +36.2% | +14.6% |
| 6M | +58.7% | -21.6% | +80.4% | +58.7% |
| YTD | +16.2% | -11.8% | +28.0% | +13.4% |
| 1Y | +34.8% | -33.2% | +68.0% | +36.0% |
| 3Y | +25.3% | +24.5% | +0.8% | +10.7% |
| 5Y | +25.8% | -67.7% | +93.5% | +26.8% |
| 10Y | +83.7% | +4.7% | +78.9% | +34.8% |
| All | +83.7% | +7.9% | +75.8% | +34.8% |
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