+44.0%
DLTR vs AR
+44.6%
-0.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -9.4% | -1.3% | -8.1% | -9.4% |
| 30D | -7.3% | +3.5% | -10.9% | -7.5% |
| 3M | +7.6% | +9.9% | -2.3% | +6.8% |
| 6M | +1.6% | +4.5% | -3.0% | +1.0% |
| YTD | -3.5% | +13.7% | -17.2% | -4.7% |
| 1Y | +20.0% | +19.2% | +0.8% | +18.0% |
| 3Y | +2.3% | +46.2% | -43.9% | -1.9% |
| 5Y | +31.5% | +145.9% | -114.4% | +21.3% |
| All | +44.0% | +44.6% | -0.6% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling