+6.8%
DLTR vs AMBA
-69.7%
+76.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.7% | -2.1% |
| 7D | +5.3% | +2.7% | +2.6% | +5.1% |
| 30D | +13.4% | -2.2% | +15.6% | +13.4% |
| 3M | +6.6% | -26.6% | +33.2% | +9.0% |
| 6M | +59.1% | -26.8% | +85.9% | +60.1% |
| YTD | +12.3% | -15.1% | +27.4% | +10.2% |
| 1Y | +33.9% | -32.3% | +66.1% | +34.4% |
| 3Y | +23.0% | +19.8% | +3.2% | +10.3% |
| All | +6.8% | -69.7% | +76.6% | +3.0% |
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