+11,714.6%
DLTR vs BEN
+1,806.8%
+9,907.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | +5.3% | +6.8% | -1.5% | +3.1% |
| 30D | +13.4% | +18.0% | -4.6% | +7.6% |
| 3M | +6.6% | +7.5% | -0.9% | +4.0% |
| 6M | +59.1% | +14.7% | +44.4% | +51.3% |
| YTD | +12.3% | +56.1% | -43.8% | -4.0% |
| 1Y | +33.9% | +69.6% | -35.7% | +11.5% |
| 3Y | +23.0% | +87.7% | -64.7% | -2.8% |
| 5Y | +22.1% | +28.6% | -6.5% | +6.8% |
| 10Y | +77.5% | +59.8% | +17.7% | +35.2% |
| All | +11,714.6% | +1,806.8% | +9,907.8% | +2,831.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling