+12,127.0%
DLTR vs ARWR
-59.6%
+12,186.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.7% | +1.5% |
| 7D | -2.8% | -19.9% | +17.1% | -2.7% |
| 30D | +21.5% | -18.7% | +40.2% | +21.7% |
| 3M | +11.6% | -44.7% | +56.3% | +12.0% |
| 6M | +58.7% | -36.5% | +95.2% | +59.1% |
| YTD | +16.2% | -25.7% | +41.8% | +16.3% |
| 1Y | +34.8% | +18.9% | +15.9% | +34.6% |
| 3Y | +25.3% | +83.1% | -57.8% | +24.3% |
| 5Y | +25.8% | -34.9% | +60.7% | +25.4% |
| 10Y | +83.7% | +1,080.9% | -997.2% | +78.9% |
| All | +12,127.0% | -59.6% | +12,186.6% | +11,622.7% |
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