+29.8%
DLTR vs SBAC
-44.9%
+74.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.5% | -4.3% |
| 7D | -10.2% | +0.2% | -10.4% | -10.3% |
| 30D | -8.5% | +3.9% | -12.3% | -9.2% |
| 3M | +5.6% | -8.2% | +13.7% | +7.2% |
| 6M | +2.2% | -2.8% | +5.0% | +2.3% |
| YTD | -3.8% | -1.5% | -2.2% | -4.0% |
| 1Y | +22.9% | 0.0% | +22.9% | +22.2% |
| 3Y | +2.0% | -8.4% | +10.4% | +1.4% |
| 5Y | +29.8% | -43.5% | +73.4% | +48.1% |
| All | +29.8% | -44.9% | +74.8% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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