+33.2%
DLTR vs AVAV
+44.7%
-11.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.9% | -8.5% | -5.9% |
| 7D | -5.8% | +3.2% | -9.0% | -6.2% |
| 30D | -5.2% | -20.3% | +15.1% | -3.0% |
| 3M | +15.2% | -19.4% | +34.6% | +17.0% |
| 6M | +7.1% | -35.3% | +42.4% | +10.9% |
| YTD | +0.8% | -38.5% | +39.3% | +4.4% |
| 1Y | +24.8% | -37.2% | +62.0% | +27.6% |
| 3Y | +6.9% | +31.1% | -24.2% | -5.0% |
| 5Y | +33.2% | +41.0% | -7.8% | +21.5% |
| All | +33.2% | +44.7% | -11.5% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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