+38.8%
DLTR vs S
-51.7%
+90.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | +5.3% | +2.0% | +3.3% | +5.2% |
| 30D | +13.4% | -2.7% | +16.1% | +13.5% |
| 3M | +6.6% | -6.9% | +13.5% | +6.7% |
| 6M | +59.1% | +38.1% | +21.0% | +54.8% |
| YTD | +12.3% | +48.0% | -35.7% | +8.3% |
| 1Y | +33.9% | +34.5% | -0.6% | +29.8% |
| 3Y | +23.0% | +38.3% | -15.3% | +17.3% |
| 5Y | +22.1% | -70.9% | +93.0% | +12.5% |
| All | +38.8% | -51.7% | +90.5% | +29.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling