+18.5%
DLTR vs AMBA
-70.4%
+88.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +6.1% | -11.1% | -5.4% |
| 7D | -2.0% | -7.2% | +5.2% | -1.5% |
| 30D | +12.8% | -10.4% | +23.1% | +13.5% |
| 3M | +1.1% | -30.1% | +31.2% | +3.7% |
| 6M | +35.9% | -22.4% | +58.3% | +35.6% |
| YTD | +6.6% | -17.3% | +24.0% | +5.0% |
| 1Y | +28.6% | -35.4% | +64.0% | +29.6% |
| 3Y | +14.0% | +18.6% | -4.6% | +2.6% |
| All | +18.5% | -70.4% | +88.9% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling