+36.0%
DLTR vs ARWR
+29.4%
+6.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.2% | -5.5% |
| 7D | -5.8% | +2.9% | -8.7% | -6.0% |
| 30D | -5.2% | -2.9% | -2.3% | -5.1% |
| 3M | +15.2% | +15.2% | 0.0% | +13.6% |
| 6M | +7.1% | +42.3% | -35.2% | +3.6% |
| YTD | +0.8% | +28.2% | -27.4% | -1.8% |
| 1Y | +24.8% | +213.2% | -188.5% | +12.5% |
| 3Y | +6.9% | +184.6% | -177.7% | -6.6% |
| All | +36.0% | +29.4% | +6.6% | +17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling