+31.5%
DLTR vs SM
+108.0%
-76.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -9.4% | +2.1% | -11.6% | -9.7% |
| 30D | -7.3% | +18.1% | -25.5% | -9.2% |
| 3M | +7.6% | +17.0% | -9.4% | +5.1% |
| 6M | +1.6% | +55.4% | -53.8% | -5.5% |
| YTD | -3.5% | +108.6% | -112.1% | -14.5% |
| 1Y | +20.0% | +45.7% | -25.6% | +12.0% |
| 3Y | +2.3% | -0.3% | +2.6% | -2.2% |
| 5Y | +31.5% | +113.0% | -81.5% | +5.8% |
| All | +31.5% | +108.0% | -76.5% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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