+2.3%
DLTR vs SGI
+50.3%
-47.9%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +1.1% |
| 7D | -9.4% | -4.9% | -4.5% | -8.1% |
| 30D | -7.3% | +1.6% | -8.9% | -7.9% |
| 3M | +7.6% | -3.2% | +10.7% | +7.9% |
| 6M | +1.6% | -16.0% | +17.6% | +5.7% |
| YTD | -3.5% | -25.4% | +21.9% | +3.2% |
| 1Y | +20.0% | -21.6% | +41.6% | +26.3% |
| All | +2.3% | +50.3% | -47.9% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SGI 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling