+18.9%
DLTR vs LEN
-41.0%
+59.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -1.2% |
| 7D | -10.1% | -4.8% | -5.3% | -8.4% |
| 30D | -8.1% | -6.6% | -1.5% | -5.7% |
| 3M | +2.9% | -15.7% | +18.5% | +9.2% |
| 6M | +4.3% | -16.6% | +21.0% | +10.6% |
| YTD | -3.9% | -21.3% | +17.4% | +3.2% |
| 1Y | +18.9% | -42.0% | +60.9% | +39.0% |
| All | +18.9% | -41.0% | +59.8% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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