+29.8%
DLTR vs DAR
-8.0%
+37.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.6% | -5.2% | -4.7% |
| 7D | -10.2% | -0.2% | -10.1% | -10.3% |
| 30D | -8.5% | +7.4% | -15.9% | -9.8% |
| 3M | +5.6% | +15.7% | -10.1% | +2.4% |
| 6M | +2.2% | +30.0% | -27.8% | -3.3% |
| YTD | -3.8% | +87.5% | -91.3% | -15.4% |
| 1Y | +22.9% | +113.4% | -90.4% | +5.0% |
| 3Y | +2.0% | +15.3% | -13.3% | -4.6% |
| 5Y | +29.8% | -4.3% | +34.1% | +27.1% |
| All | +29.8% | -8.0% | +37.8% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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