+33.9%
DLTR vs DRI
+34.4%
-0.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.6% | -2.5% |
| 7D | +5.3% | +1.1% | +4.2% | +4.6% |
| 30D | +13.4% | +9.7% | +3.7% | +7.8% |
| 3M | +6.6% | +3.2% | +3.4% | +4.9% |
| 6M | +59.1% | +20.6% | +38.5% | +42.3% |
| YTD | +12.3% | +28.3% | -16.0% | -5.3% |
| 1Y | +33.9% | +34.5% | -0.7% | +6.8% |
| All | +33.9% | +34.4% | -0.6% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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