+12,477.8%
DLTR vs DOC
+989.9%
+11,487.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.1% | +6.5% | +8.9% |
| 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% | +14.0% |
| 6M | +56.3% | +27.6% | +28.7% | +46.4% |
| YTD | +19.5% | +32.4% | -12.9% | +10.7% |
| 1Y | +44.0% | +22.9% | +21.2% | +35.8% |
| 3Y | +26.3% | +43.1% | -16.8% | +13.4% |
| 5Y | +36.0% | -21.4% | +57.4% | +40.5% |
| 10Y | +99.7% | +16.8% | +82.8% | +80.6% |
| All | +12,477.8% | +989.9% | +11,487.9% | +5,691.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling