+180.2%
DLTR vs AMBA
+837.3%
-657.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | +2.5% | -11.0% | +13.4% | +3.6% |
| 30D | +2.1% | -23.2% | +25.2% | +4.6% |
| 3M | +20.3% | -12.7% | +33.0% | +20.2% |
| 6M | +11.5% | +11.2% | +0.3% | +7.5% |
| YTD | +6.8% | -11.2% | +18.1% | +5.2% |
| 1Y | +31.1% | -22.5% | +53.6% | +30.1% |
| 3Y | +10.7% | -1.3% | +12.0% | +3.6% |
| 5Y | +41.6% | -54.2% | +95.8% | +36.8% |
| 10Y | +58.1% | -6.1% | +64.2% | +32.7% |
| All | +180.2% | +837.3% | -657.1% | +98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling