+44.0%
DLTR vs DOC
+21.8%
+22.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.1% | +6.5% | +8.8% |
| 7D | +15.6% | +8.7% | +6.9% | +13.3% |
| 30D | +29.9% | +7.6% | +22.2% | +27.5% |
| 3M | +12.5% | -5.3% | +17.7% | +13.5% |
| 6M | +56.3% | +27.6% | +28.7% | +48.3% |
| YTD | +19.5% | +32.4% | -12.9% | +12.0% |
| 1Y | +44.0% | +22.9% | +21.2% | +38.7% |
| All | +44.0% | +21.8% | +22.2% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling