+33.9%
DLTR vs DOC
+21.6%
+12.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | +5.3% | -0.9% | +6.2% | +5.5% |
| 30D | +13.4% | +7.7% | +5.7% | +11.5% |
| 3M | +6.6% | -2.0% | +8.6% | +6.9% |
| 6M | +59.1% | +5.9% | +53.2% | +57.8% |
| YTD | +12.3% | +31.8% | -19.6% | +7.5% |
| 1Y | +33.9% | +22.5% | +11.3% | +30.2% |
| All | +33.9% | +21.6% | +12.2% | +30.2% |
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