+1,399.6%
DLTR vs AMP
+2,112.0%
-712.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.2% | -0.6% |
| 7D | -10.1% | -0.5% | -9.6% | -10.0% |
| 30D | -8.1% | -1.3% | -6.8% | -7.8% |
| 3M | +2.9% | +24.2% | -21.3% | -2.4% |
| 6M | +4.3% | +24.6% | -20.2% | -1.4% |
| YTD | -3.9% | +14.8% | -18.8% | -7.7% |
| 1Y | +18.9% | +12.8% | +6.1% | +14.7% |
| 3Y | +1.9% | +69.0% | -67.1% | -11.7% |
| 5Y | +31.0% | +124.9% | -93.9% | +4.7% |
| 10Y | +44.8% | +583.5% | -538.8% | -13.9% |
| All | +1,399.6% | +2,112.0% | -712.4% | +559.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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