+31.5%
DLTR vs LEN
-13.7%
+45.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.8% | +1.4% |
| 7D | -9.4% | -7.8% | -1.7% | -6.9% |
| 30D | -7.3% | -11.0% | +3.7% | -3.6% |
| 3M | +7.6% | -12.8% | +20.3% | +12.3% |
| 6M | +1.6% | -20.2% | +21.8% | +8.9% |
| YTD | -3.5% | -23.0% | +19.5% | +4.2% |
| 1Y | +20.0% | -41.8% | +61.9% | +41.7% |
| 3Y | +2.3% | -28.8% | +31.1% | +9.3% |
| 5Y | +31.5% | -12.6% | +44.1% | +23.8% |
| All | +31.5% | -13.7% | +45.2% | +23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling