+8,173.3%
DLTR vs DRI
+7,577.7%
+595.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +2.5% | +0.6% | +1.9% | +2.3% |
| 30D | +2.1% | +3.8% | -1.8% | +1.0% |
| 3M | +20.3% | +13.0% | +7.3% | +16.1% |
| 6M | +11.5% | +8.3% | +3.2% | +8.8% |
| YTD | +6.8% | +20.6% | -13.8% | +1.2% |
| 1Y | +31.1% | +6.5% | +24.6% | +28.3% |
| 3Y | +10.7% | +53.7% | -43.0% | -3.4% |
| 5Y | +41.6% | +72.7% | -31.1% | +18.3% |
| 10Y | +58.1% | +363.2% | -305.0% | -9.9% |
| All | +8,173.3% | +7,577.7% | +595.7% | +1,805.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling