+31.5%
DLTR vs DG
-39.4%
+70.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +1.0% |
| 7D | -9.4% | -6.3% | -3.1% | -5.9% |
| 30D | -7.3% | +2.4% | -9.8% | -8.7% |
| 3M | +7.6% | +12.4% | -4.9% | +0.4% |
| 6M | +1.6% | -14.9% | +16.5% | +10.8% |
| YTD | -3.5% | -6.1% | +2.5% | -0.5% |
| 1Y | +20.0% | +17.9% | +2.2% | +8.5% |
| 3Y | +2.3% | +3.1% | -0.9% | -7.3% |
| 5Y | +31.5% | -38.7% | +70.2% | +65.1% |
| All | +31.5% | -39.4% | +70.9% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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