+11,144.7%
DLTR vs ARWR
-29.3%
+11,174.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +2.5% | +1.7% | +0.8% | +2.5% |
| 30D | +2.1% | -0.7% | +2.7% | +2.1% |
| 3M | +20.3% | +14.9% | +5.4% | +20.1% |
| 6M | +11.5% | +32.6% | -21.1% | +11.3% |
| YTD | +6.8% | +30.0% | -23.2% | +6.6% |
| 1Y | +31.1% | +208.4% | -177.3% | +30.0% |
| 3Y | +10.7% | +208.8% | -198.1% | +9.5% |
| 5Y | +41.6% | +27.8% | +13.8% | +40.5% |
| 10Y | +58.1% | +1,107.6% | -1,049.4% | +53.8% |
| All | +11,144.7% | -29.3% | +11,174.1% | +10,643.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling