+32.1%
DLTR vs S
-56.8%
+88.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | +2.5% | -7.7% | +10.2% | +2.9% |
| 30D | +2.1% | -5.3% | +7.4% | +2.2% |
| 3M | +20.3% | +20.3% | 0.0% | +18.4% |
| 6M | +11.5% | +47.4% | -35.9% | +7.9% |
| YTD | +6.8% | +32.5% | -25.7% | +4.0% |
| 1Y | +31.1% | +9.5% | +21.6% | +29.1% |
| 3Y | +10.7% | +15.5% | -4.8% | +7.0% |
| 5Y | +41.6% | -71.2% | +112.8% | +32.7% |
| All | +32.1% | -56.8% | +88.9% | +24.7% |
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