+6.9%
DLTR vs HAS
+45.6%
-38.7%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.4% | -3.2% | -5.0% |
| 7D | -5.8% | -3.1% | -2.7% | -5.0% |
| 30D | -5.2% | -2.7% | -2.5% | -4.5% |
| 3M | +15.2% | +8.9% | +6.3% | +12.4% |
| 6M | +7.1% | -2.9% | +10.0% | +7.4% |
| YTD | +0.8% | +12.6% | -11.8% | -3.6% |
| 1Y | +24.8% | +17.5% | +7.3% | +17.8% |
| 3Y | +6.9% | +46.2% | -39.3% | -13.5% |
| All | +6.9% | +45.6% | -38.7% | -13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling