+18.9%
DLTR vs GAP
-7.6%
+26.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -1.2% |
| 7D | -10.1% | -4.1% | -6.0% | -9.0% |
| 30D | -8.1% | +6.2% | -14.3% | -10.0% |
| 3M | +2.9% | -0.7% | +3.5% | +2.5% |
| 6M | +4.3% | -7.1% | +11.5% | +4.7% |
| YTD | -3.9% | -14.1% | +10.1% | -3.3% |
| 1Y | +18.9% | -8.5% | +27.4% | +12.3% |
| All | +18.9% | -7.6% | +26.5% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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