+31.1%
DLTR vs AZO
-28.9%
+60.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +2.5% | +0.7% | +1.7% | +2.3% |
| 30D | +2.1% | -2.7% | +4.8% | +2.7% |
| 3M | +20.3% | -3.2% | +23.5% | +20.9% |
| 6M | +11.5% | -19.7% | +31.3% | +15.0% |
| YTD | +6.8% | -12.0% | +18.9% | +9.4% |
| 1Y | +31.1% | -29.5% | +60.6% | +39.6% |
| All | +31.1% | -28.9% | +60.0% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling