+20.5%
DLTR vs LTH
+152.0%
-131.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.7% | -2.9% | -4.3% |
| 7D | -10.2% | -4.0% | -6.2% | -9.6% |
| 30D | -8.5% | -1.7% | -6.8% | -8.2% |
| 3M | +5.6% | +28.0% | -22.4% | +1.5% |
| 6M | +2.2% | +54.1% | -51.9% | -4.8% |
| YTD | -3.8% | +57.1% | -60.8% | -10.8% |
| 1Y | +22.9% | +45.8% | -22.8% | +15.1% |
| 3Y | +2.0% | +157.6% | -155.5% | -14.7% |
| All | +20.5% | +152.0% | -131.5% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling