+51.6%
DLTR vs AMBA
-5.3%
+56.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.6% | -5.7% |
| 7D | -5.8% | -6.4% | +0.6% | -5.1% |
| 30D | -5.2% | -26.8% | +21.6% | -1.9% |
| 3M | +15.2% | -7.6% | +22.8% | +14.4% |
| 6M | +7.1% | +21.2% | -14.1% | +1.2% |
| YTD | +0.8% | -10.4% | +11.2% | -1.2% |
| 1Y | +24.8% | -24.4% | +49.2% | +23.9% |
| 3Y | +6.9% | +6.0% | +0.9% | -2.8% |
| 5Y | +33.2% | -53.9% | +87.1% | +26.9% |
| 10Y | +51.6% | -6.2% | +57.7% | +13.3% |
| All | +51.6% | -5.3% | +56.8% | +13.3% |
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