+32.4%
DLTR vs AME
+89.9%
-57.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -1.7% |
| 7D | -10.1% | +1.7% | -11.8% | -10.7% |
| 30D | -8.1% | -6.4% | -1.7% | -5.7% |
| 3M | +2.9% | +7.1% | -4.2% | -0.6% |
| 6M | +4.3% | +8.2% | -3.8% | +0.1% |
| YTD | -3.9% | +18.2% | -22.1% | -11.6% |
| 1Y | +18.9% | +26.7% | -7.9% | +5.8% |
| 3Y | +1.9% | +60.7% | -58.8% | -21.6% |
| All | +32.4% | +89.9% | -57.5% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling