+1,391.1%
DLTR vs LII
+2,783.5%
-1,392.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.1% | +2.7% |
| 7D | +5.0% | +0.4% | +4.6% | +5.1% |
| 30D | +18.7% | -2.4% | +21.1% | +19.3% |
| 3M | +8.9% | -17.5% | +26.3% | +14.1% |
| 6M | +49.4% | -32.8% | +82.3% | +63.0% |
| YTD | +14.5% | -27.7% | +42.2% | +21.9% |
| 1Y | +32.5% | -28.1% | +60.6% | +41.3% |
| 3Y | +23.4% | -9.7% | +33.1% | +21.9% |
| 5Y | +26.2% | +19.5% | +6.7% | +14.1% |
| 10Y | +82.4% | +170.6% | -88.2% | +32.0% |
| All | +1,391.1% | +2,783.5% | -1,392.4% | +351.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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