+11,144.7%
DLTR vs HAS
+1,304.2%
+9,840.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +2.5% | -1.8% | +4.3% | +3.0% |
| 30D | +2.1% | +2.3% | -0.2% | +1.4% |
| 3M | +20.3% | +10.4% | +9.9% | +16.9% |
| 6M | +11.5% | -3.2% | +14.7% | +11.9% |
| YTD | +6.8% | +15.4% | -8.6% | +1.8% |
| 1Y | +31.1% | +18.8% | +12.3% | +24.0% |
| 3Y | +10.7% | +43.9% | -33.3% | -2.8% |
| 5Y | +41.6% | +13.9% | +27.7% | +30.0% |
| 10Y | +58.1% | +56.4% | +1.7% | +24.3% |
| All | +11,144.7% | +1,304.2% | +9,840.5% | +4,612.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling