+29.8%
DLTR vs ARWR
+25.7%
+4.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.9% | -1.6% | -4.3% |
| 7D | -10.2% | -3.2% | -7.0% | -10.0% |
| 30D | -8.5% | -6.5% | -2.0% | -8.1% |
| 3M | +5.6% | +12.7% | -7.1% | +4.3% |
| 6M | +2.2% | +36.2% | -34.0% | -0.8% |
| YTD | -3.8% | +24.5% | -28.2% | -6.1% |
| 1Y | +22.9% | +198.0% | -175.0% | +11.3% |
| 3Y | +2.0% | +176.4% | -174.3% | -10.6% |
| 5Y | +29.8% | +26.6% | +3.3% | +12.8% |
| All | +29.8% | +25.7% | +4.1% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2021-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ARWR 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling