+44.0%
DLTR vs ET
+24.7%
+19.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.5% | +13.1% | +8.0% |
| 7D | +15.6% | -6.0% | +21.6% | +12.7% |
| 30D | +29.9% | -6.1% | +36.0% | +26.8% |
| 3M | +12.5% | -2.7% | +15.1% | +11.3% |
| 6M | +56.3% | +0.2% | +56.1% | +56.4% |
| YTD | +19.5% | +24.3% | -4.8% | +24.3% |
| 1Y | +44.0% | +26.4% | +17.6% | +48.9% |
| All | +44.0% | +24.7% | +19.3% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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