+44.0%
DLTR vs LTH
+84.0%
-40.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +6.3% | +3.3% | +8.0% |
| 7D | +15.6% | +9.9% | +5.7% | +12.9% |
| 30D | +29.9% | +18.3% | +11.6% | +24.5% |
| 3M | +12.5% | +5.9% | +6.5% | +10.7% |
| 6M | +56.3% | +80.3% | -24.0% | +35.8% |
| YTD | +19.5% | +78.3% | -58.8% | +3.7% |
| 1Y | +44.0% | +81.0% | -37.0% | +23.7% |
| All | +44.0% | +84.0% | -40.0% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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