+26.2%
DLTR vs LTH
+156.3%
-130.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.8% | -3.9% | -5.3% |
| 7D | -5.8% | +1.5% | -7.4% | -6.1% |
| 30D | -5.2% | -3.1% | -2.2% | -4.8% |
| 3M | +15.2% | +28.1% | -12.9% | +10.7% |
| 6M | +7.1% | +67.4% | -60.3% | -1.6% |
| YTD | +0.8% | +59.8% | -58.9% | -6.8% |
| 1Y | +24.8% | +45.6% | -20.8% | +16.8% |
| 3Y | +6.9% | +162.0% | -155.1% | -10.9% |
| All | +26.2% | +156.3% | -130.1% | +5.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling