+18.9%
DLTR vs SPG
+19.1%
-0.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -10.1% | -1.2% | -8.9% | -9.5% |
| 30D | -8.1% | -6.1% | -2.0% | -4.8% |
| 3M | +2.9% | -3.6% | +6.5% | +4.9% |
| 6M | +4.3% | +10.4% | -6.1% | 0.0% |
| YTD | -3.9% | +14.4% | -18.3% | -10.4% |
| 1Y | +18.9% | +16.5% | +2.4% | +8.2% |
| All | +18.9% | +19.1% | -0.2% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 1y: compounded portfolio wealth divided by compounded SPG 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…
1y analysis · Full analysis span regression · 6 months rolling