+1,687.8%
DLTR vs EXR
+3,081.1%
-1,393.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.4% | -2.3% |
| 7D | +5.3% | -0.4% | +5.7% | +5.4% |
| 30D | +13.4% | +18.2% | -4.8% | +9.0% |
| 3M | +6.6% | +7.3% | -0.7% | +4.9% |
| 6M | +59.1% | +13.8% | +45.2% | +54.3% |
| YTD | +12.3% | +25.9% | -13.7% | +6.3% |
| 1Y | +33.9% | +25.8% | +8.1% | +26.8% |
| 3Y | +23.0% | +53.7% | -30.7% | +9.9% |
| 5Y | +22.1% | -1.8% | +23.9% | +19.3% |
| 10Y | +77.5% | +214.5% | -137.1% | +29.0% |
| All | +1,687.8% | +3,081.1% | -1,393.2% | +700.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling