+44.0%
DLTR vs AME
+21.1%
+22.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.6% | +14.3% | +9.9% |
| 7D | +15.6% | -4.4% | +20.0% | +15.8% |
| 30D | +29.9% | -5.9% | +35.8% | +30.5% |
| 3M | +12.5% | -6.5% | +19.0% | +13.3% |
| 6M | +56.3% | +3.2% | +53.1% | +51.6% |
| YTD | +19.5% | +16.0% | +3.5% | +6.0% |
| 1Y | +44.0% | +20.4% | +23.6% | +22.0% |
| All | +44.0% | +21.1% | +22.9% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 1y: compounded portfolio wealth divided by compounded AME 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…
1y analysis · Full analysis span regression · 6 months rolling