+47.2%
DLTR vs DOC
+27.1%
+20.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.2% | -5.9% | -6.1% |
| 7D | +4.5% | +6.2% | -1.8% | +3.0% |
| 30D | +18.7% | +6.5% | +12.3% | +16.9% |
| 3M | +7.1% | -6.2% | +13.4% | +8.0% |
| 6M | +47.2% | +25.6% | +21.6% | +47.8% |
| All | +47.2% | +27.1% | +20.1% | +47.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling