+29.8%
DLTR vs S
-71.9%
+101.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.6% | -4.6% |
| 7D | -10.2% | -1.2% | -9.0% | -10.2% |
| 30D | -8.5% | -12.6% | +4.1% | -7.8% |
| 3M | +5.6% | +27.6% | -22.0% | +3.4% |
| 6M | +2.2% | +35.5% | -33.3% | -0.8% |
| YTD | -3.8% | +29.6% | -33.4% | -6.4% |
| 1Y | +22.9% | +8.1% | +14.8% | +21.0% |
| 3Y | +2.0% | +14.8% | -12.7% | -1.8% |
| 5Y | +29.8% | -70.6% | +100.4% | +21.5% |
| All | +29.8% | -71.9% | +101.7% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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