+18.9%
DLTR vs BEN
+45.3%
-26.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -10.1% | -3.1% | -7.0% | -9.7% |
| 30D | -8.1% | +0.2% | -8.3% | -8.1% |
| 3M | +2.9% | +6.8% | -4.0% | +1.5% |
| 6M | +4.3% | +38.1% | -33.8% | -4.5% |
| YTD | -3.9% | +44.3% | -48.3% | -14.6% |
| 1Y | +18.9% | +42.6% | -23.7% | +4.0% |
| All | +18.9% | +45.3% | -26.4% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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