+33.2%
DLTR vs M
+24.8%
+8.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.6% | -3.0% | -4.9% |
| 7D | -5.8% | +2.4% | -8.2% | -6.4% |
| 30D | -5.2% | -11.6% | +6.4% | -2.2% |
| 3M | +15.2% | +1.6% | +13.6% | +14.5% |
| 6M | +7.1% | +25.2% | -18.1% | +0.9% |
| YTD | +0.8% | +3.8% | -2.9% | -0.8% |
| 1Y | +24.8% | +36.3% | -11.6% | +14.9% |
| 3Y | +6.9% | +116.3% | -109.4% | -18.4% |
| 5Y | +33.2% | +28.2% | +5.1% | +13.6% |
| All | +33.2% | +24.8% | +8.4% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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