+108.6%
DLTR vs ESI
+226.4%
-117.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.7% |
| 7D | -5.8% | +5.4% | -11.2% | -6.6% |
| 30D | -5.2% | -4.2% | -1.0% | -4.7% |
| 3M | +15.2% | -9.6% | +24.8% | +16.3% |
| 6M | +7.1% | +18.3% | -11.2% | +2.3% |
| YTD | +0.8% | +45.8% | -45.0% | -7.4% |
| 1Y | +24.8% | +39.2% | -14.4% | +15.3% |
| 3Y | +6.9% | +86.3% | -79.4% | -6.9% |
| 5Y | +33.2% | +76.2% | -43.0% | +15.5% |
| 10Y | +51.6% | +306.8% | -255.2% | +12.9% |
| All | +108.6% | +226.4% | -117.9% | +59.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling