+11,144.7%
DLTR vs DAR
+1,296.9%
+9,847.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.3% |
| 7D | +2.5% | +1.4% | +1.1% | +2.4% |
| 30D | +2.1% | +12.8% | -10.7% | +1.4% |
| 3M | +20.3% | +7.4% | +12.9% | +19.8% |
| 6M | +11.5% | +22.3% | -10.7% | +10.3% |
| YTD | +6.8% | +81.1% | -74.2% | +3.7% |
| 1Y | +31.1% | +106.5% | -75.4% | +26.3% |
| 3Y | +10.7% | +5.3% | +5.4% | +9.3% |
| 5Y | +41.6% | -11.5% | +53.1% | +40.3% |
| 10Y | +58.1% | +353.3% | -295.2% | +46.7% |
| All | +11,144.7% | +1,296.9% | +9,847.8% | +10,500.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling