+24.9%
DLTR vs DRI
+78.5%
-53.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -1.0% |
| 7D | +2.4% | -0.3% | +2.8% | +2.6% |
| 30D | +21.5% | +10.8% | +10.6% | +16.9% |
| 3M | +9.8% | +0.9% | +8.9% | +9.6% |
| 6M | +58.6% | +16.3% | +42.3% | +49.4% |
| YTD | +14.8% | +27.8% | -12.9% | +4.4% |
| 1Y | +33.0% | +33.9% | -0.8% | +18.8% |
| 3Y | +23.8% | +67.2% | -43.4% | -0.4% |
| 5Y | +24.9% | +79.0% | -54.1% | -6.4% |
| All | +24.9% | +78.5% | -53.6% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling