+10,029.9%
DLTR vs EME
+56,826.4%
-46,796.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.4% | -2.1% | -4.0% |
| 7D | -10.2% | +2.7% | -13.0% | -10.8% |
| 30D | -8.5% | -6.8% | -1.7% | -7.3% |
| 3M | +5.6% | -8.8% | +14.4% | +6.5% |
| 6M | +2.2% | +5.0% | -2.8% | -0.4% |
| YTD | -3.8% | +23.5% | -27.2% | -9.7% |
| 1Y | +22.9% | +21.3% | +1.6% | +14.9% |
| 3Y | +2.0% | +241.1% | -239.0% | -26.8% |
| 5Y | +29.8% | +549.2% | -519.3% | -20.6% |
| 10Y | +45.0% | +1,306.4% | -1,261.4% | -28.0% |
| All | +10,029.9% | +56,826.4% | -46,796.5% | +2,637.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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