+29.8%
DLTR vs GEN
+20.0%
+9.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.5% |
| 7D | -10.2% | -2.9% | -7.3% | -9.7% |
| 30D | -8.5% | +2.1% | -10.5% | -9.0% |
| 3M | +5.6% | +19.7% | -14.1% | +1.6% |
| 6M | +2.2% | +33.3% | -31.1% | -4.4% |
| YTD | -3.8% | +11.1% | -14.9% | -6.7% |
| 1Y | +22.9% | +3.0% | +19.9% | +21.1% |
| 3Y | +2.0% | +57.9% | -55.8% | -9.6% |
| 5Y | +29.8% | +20.6% | +9.2% | +22.2% |
| All | +29.8% | +20.0% | +9.8% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling