+11,714.6%
DLTR vs AME
+11,920.7%
-206.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | +5.3% | +5.9% | -0.6% | +3.3% |
| 30D | +13.4% | -1.9% | +15.3% | +13.7% |
| 3M | +6.6% | -5.4% | +12.0% | +8.0% |
| 6M | +59.1% | +4.9% | +54.1% | +55.0% |
| YTD | +12.3% | +18.5% | -6.2% | +4.5% |
| 1Y | +33.9% | +25.5% | +8.4% | +22.2% |
| 3Y | +23.0% | +63.0% | -40.0% | +1.1% |
| 5Y | +22.1% | +78.3% | -56.2% | -3.1% |
| 10Y | +77.5% | +447.1% | -369.6% | -5.6% |
| All | +11,714.6% | +11,920.7% | -206.1% | +2,493.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling