+44.0%
DLTR vs GEN
+157.3%
-113.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -9.4% | -4.3% | -5.1% | -8.8% |
| 30D | -7.3% | +3.8% | -11.1% | -8.0% |
| 3M | +7.6% | +22.3% | -14.7% | +3.9% |
| 6M | +1.6% | +39.0% | -37.4% | -4.5% |
| YTD | -3.5% | +11.9% | -15.4% | -6.2% |
| 1Y | +20.0% | +4.5% | +15.5% | +18.1% |
| 3Y | +2.3% | +59.0% | -56.7% | -7.0% |
| 5Y | +31.5% | +22.0% | +9.5% | +23.2% |
| All | +44.0% | +157.3% | -113.3% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling