+29.8%
DLTR vs AR
+148.2%
-118.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.7% | -4.6% |
| 7D | -10.2% | -1.2% | -9.1% | -10.1% |
| 30D | -8.5% | +5.5% | -14.0% | -8.9% |
| 3M | +5.6% | +12.9% | -7.3% | +4.2% |
| 6M | +2.2% | +0.1% | +2.1% | +1.8% |
| YTD | -3.8% | +13.5% | -17.3% | -5.7% |
| 1Y | +22.9% | +21.6% | +1.4% | +19.2% |
| 3Y | +2.0% | +46.0% | -43.9% | -5.5% |
| 5Y | +29.8% | +143.7% | -113.9% | +9.7% |
| All | +29.8% | +148.2% | -118.4% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling