-2.5%
DLTR vs AMDL
+117.8%
-120.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +11.7% | -17.3% | -5.9% |
| 7D | -5.8% | +19.9% | -25.8% | -6.3% |
| 30D | -5.2% | +6.3% | -11.5% | -5.5% |
| 3M | +15.2% | -9.9% | +25.1% | +14.4% |
| 6M | +7.1% | +394.3% | -387.2% | -0.1% |
| YTD | +0.8% | +257.3% | -256.5% | -5.7% |
| 1Y | +24.8% | +508.5% | -483.8% | +13.7% |
| All | -2.5% | +117.8% | -120.3% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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