+1,168.0%
DLTR vs AU
+755.5%
+412.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | -10.1% | -4.3% | -5.8% | -10.0% |
| 30D | -8.1% | +7.3% | -15.4% | -8.4% |
| 3M | +2.9% | +26.3% | -23.5% | +1.9% |
| 6M | +4.3% | +1.8% | +2.6% | +4.0% |
| YTD | -3.9% | +26.8% | -30.7% | -5.0% |
| 1Y | +18.9% | +66.7% | -47.8% | +16.4% |
| 3Y | +1.9% | +579.1% | -577.2% | -5.2% |
| 5Y | +31.0% | +689.3% | -658.3% | +20.8% |
| 10Y | +44.8% | +686.6% | -641.8% | +31.7% |
| All | +1,168.0% | +755.5% | +412.5% | +1,011.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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