+14.0%
DLTR vs AMBA
+16.7%
-2.7%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +6.1% | -11.1% | -5.2% |
| 7D | -2.0% | -7.2% | +5.2% | -1.7% |
| 30D | +12.8% | -10.4% | +23.1% | +13.2% |
| 3M | +1.1% | -30.1% | +31.2% | +2.7% |
| 6M | +35.9% | -22.4% | +58.3% | +35.2% |
| YTD | +6.6% | -17.3% | +24.0% | +4.8% |
| 1Y | +28.6% | -35.4% | +64.0% | +29.0% |
| 3Y | +14.0% | +18.6% | -4.6% | -2.7% |
| All | +14.0% | +16.7% | -2.7% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling