+10,011.0%
DLTR vs GFI
+632.9%
+9,378.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.4% |
| 7D | -10.1% | -4.9% | -5.2% | -10.0% |
| 30D | -8.1% | +10.7% | -18.8% | -8.2% |
| 3M | +2.9% | +25.6% | -22.8% | +2.5% |
| 6M | +4.3% | -8.3% | +12.6% | +4.3% |
| YTD | -3.9% | +6.3% | -10.2% | -4.1% |
| 1Y | +18.9% | +22.1% | -3.2% | +18.5% |
| 3Y | +1.9% | +289.2% | -287.3% | +0.4% |
| 5Y | +31.0% | +531.7% | -500.7% | +28.6% |
| 10Y | +44.8% | +1,043.8% | -999.0% | +42.2% |
| All | +10,011.0% | +632.9% | +9,378.1% | +9,909.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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