+11,144.7%
DLTR vs BEN
+1,719.9%
+9,424.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -0.8% |
| 7D | +2.5% | +0.2% | +2.2% | +2.3% |
| 30D | +2.1% | -0.5% | +2.6% | +2.1% |
| 3M | +20.3% | +9.7% | +10.5% | +16.4% |
| 6M | +11.5% | +33.9% | -22.4% | +0.5% |
| YTD | +6.8% | +49.0% | -42.1% | -7.2% |
| 1Y | +31.1% | +42.1% | -11.0% | +15.4% |
| 3Y | +10.7% | +51.9% | -41.2% | -6.4% |
| 5Y | +41.6% | +39.0% | +2.6% | +20.4% |
| 10Y | +58.1% | +57.9% | +0.3% | +20.4% |
| All | +11,144.7% | +1,719.9% | +9,424.8% | +2,733.6% |
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