+11,144.7%
DLTR vs AME
+11,685.6%
-540.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | -0.2% |
| 7D | +2.5% | +0.6% | +1.8% | +2.2% |
| 30D | +2.1% | -6.7% | +8.8% | +4.5% |
| 3M | +20.3% | +4.1% | +16.2% | +18.2% |
| 6M | +11.5% | +1.6% | +9.9% | +10.3% |
| YTD | +6.8% | +16.1% | -9.3% | +0.7% |
| 1Y | +31.1% | +27.3% | +3.8% | +19.5% |
| 3Y | +10.7% | +50.9% | -40.2% | -6.1% |
| 5Y | +41.6% | +81.4% | -39.8% | +12.3% |
| 10Y | +58.1% | +417.0% | -358.8% | -13.8% |
| All | +11,144.7% | +11,685.6% | -540.9% | +2,399.5% |
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