+29.8%
DLTR vs EXR
-13.9%
+43.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.5% | -2.0% | -3.7% |
| 7D | -10.2% | -3.1% | -7.2% | -9.3% |
| 30D | -8.5% | -7.5% | -1.0% | -6.1% |
| 3M | +5.6% | -7.5% | +13.1% | +8.3% |
| 6M | +2.2% | -5.2% | +7.4% | +4.1% |
| YTD | -3.8% | +6.5% | -10.3% | -5.4% |
| 1Y | +22.9% | -2.0% | +25.0% | +23.8% |
| 3Y | +2.0% | +21.5% | -19.5% | -5.3% |
| 5Y | +29.8% | -11.5% | +41.3% | +32.8% |
| All | +29.8% | -13.9% | +43.7% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 5y: compounded portfolio wealth divided by compounded EXR 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…
5y analysis · Full analysis span regression · 6 months rolling