+10,513.3%
DLTR vs LH
+1,060.1%
+9,453.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.5% |
| 7D | -5.8% | -0.8% | -5.0% | -5.7% |
| 30D | -5.2% | +2.0% | -7.2% | -5.6% |
| 3M | +15.2% | +24.3% | -9.1% | +10.6% |
| 6M | +7.1% | +21.1% | -13.9% | +3.4% |
| YTD | +0.8% | +30.4% | -29.6% | -4.1% |
| 1Y | +24.8% | +18.4% | +6.4% | +20.7% |
| 3Y | +6.9% | +65.5% | -58.6% | -3.2% |
| 5Y | +33.2% | +29.9% | +3.4% | +25.1% |
| 10Y | +51.6% | +186.6% | -135.1% | +22.7% |
| All | +10,513.3% | +1,060.1% | +9,453.2% | +5,160.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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