+25.8%
DLTR vs ARWR
-36.3%
+62.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.7% | +1.4% |
| 7D | -2.8% | -19.9% | +17.1% | -1.3% |
| 30D | +21.5% | -18.7% | +40.2% | +23.3% |
| 3M | +11.6% | -44.7% | +56.3% | +16.5% |
| 6M | +58.7% | -36.5% | +95.2% | +63.4% |
| YTD | +16.2% | -25.7% | +41.8% | +17.6% |
| 1Y | +34.8% | +18.9% | +15.9% | +31.0% |
| 3Y | +25.3% | +83.1% | -57.8% | +12.9% |
| 5Y | +25.8% | -34.9% | +60.7% | +13.0% |
| All | +25.8% | -36.3% | +62.1% | +13.0% |
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