+33.9%
DLTR vs ESI
+21.7%
+12.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.5% | -2.2% |
| 7D | +5.3% | +5.5% | -0.2% | +5.2% |
| 30D | +13.4% | -7.8% | +21.2% | +13.3% |
| 3M | +6.6% | -15.0% | +21.6% | +6.9% |
| 6M | +59.1% | -24.9% | +84.0% | +60.4% |
| YTD | +12.3% | +33.2% | -21.0% | -6.5% |
| 1Y | +33.9% | +24.9% | +8.9% | +14.8% |
| All | +33.9% | +21.7% | +12.2% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 1y: compounded portfolio wealth divided by compounded ESI 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…
1y analysis · Full analysis span regression · 6 months rolling