+6,877.2%
DLTR vs EL
+1,648.4%
+5,228.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.1% | -3.5% | -5.0% |
| 7D | -5.8% | +1.7% | -7.5% | -6.2% |
| 30D | -5.2% | +15.5% | -20.7% | -9.3% |
| 3M | +15.2% | +20.6% | -5.4% | +8.9% |
| 6M | +7.1% | +10.5% | -3.3% | +2.8% |
| YTD | +0.8% | -1.9% | +2.7% | -0.8% |
| 1Y | +24.8% | +16.1% | +8.7% | +16.4% |
| 3Y | +6.9% | -30.2% | +37.1% | +8.6% |
| 5Y | +33.2% | -67.4% | +100.6% | +63.9% |
| 10Y | +51.6% | +31.2% | +20.3% | +19.9% |
| All | +6,877.2% | +1,648.4% | +5,228.8% | +2,406.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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