+6.9%
DLTR vs FIVE
+59.0%
-52.1%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.4% | -5.9% |
| 7D | -5.8% | +3.7% | -9.5% | -7.2% |
| 30D | -5.2% | +4.0% | -9.2% | -6.8% |
| 3M | +15.2% | +36.2% | -21.1% | +1.7% |
| 6M | +7.1% | +18.0% | -10.9% | -0.7% |
| YTD | +0.8% | +34.9% | -34.0% | -11.3% |
| 1Y | +24.8% | +67.9% | -43.1% | +0.6% |
| 3Y | +6.9% | +57.3% | -50.4% | -23.5% |
| All | +6.9% | +59.0% | -52.1% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 3y: compounded portfolio wealth divided by compounded FIVE 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…
3y analysis · Full analysis span regression · 6 months rolling