+10,513.3%
DLTR vs EFX
+2,797.1%
+7,716.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.1% | -2.5% | -4.7% |
| 7D | -5.8% | -7.8% | +2.0% | -3.5% |
| 30D | -5.2% | -5.7% | +0.5% | -3.7% |
| 3M | +15.2% | +2.5% | +12.7% | +13.7% |
| 6M | +7.1% | -16.7% | +23.8% | +12.4% |
| YTD | +0.8% | -20.2% | +21.0% | +6.2% |
| 1Y | +24.8% | -31.4% | +56.2% | +37.5% |
| 3Y | +6.9% | -10.5% | +17.4% | +4.9% |
| 5Y | +33.2% | -35.2% | +68.5% | +41.8% |
| 10Y | +51.6% | +40.2% | +11.4% | +18.0% |
| All | +10,513.3% | +2,797.1% | +7,716.1% | +3,934.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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