+32.9%
DLTR vs HAS
+60.2%
-27.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.4% |
| 7D | +5.0% | +3.3% | +1.8% | +4.2% |
| 30D | +18.7% | +30.5% | -11.8% | +11.0% |
| 3M | +8.9% | +29.9% | -21.0% | +1.9% |
| 6M | +49.4% | +26.5% | +22.9% | +40.5% |
| YTD | +14.5% | +51.9% | -37.5% | -3.1% |
| All | +32.9% | +60.2% | -27.3% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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