+29.8%
DLTR vs SPG
+104.0%
-74.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.4% | -2.1% | -3.6% |
| 7D | -10.2% | -1.7% | -8.6% | -9.6% |
| 30D | -8.5% | -6.3% | -2.2% | -6.0% |
| 3M | +5.6% | -2.4% | +8.0% | +6.7% |
| 6M | +2.2% | +9.6% | -7.4% | -1.5% |
| YTD | -3.8% | +14.2% | -18.0% | -8.9% |
| 1Y | +22.9% | +19.3% | +3.6% | +14.4% |
| 3Y | +2.0% | +106.7% | -104.7% | -25.7% |
| 5Y | +29.8% | +104.2% | -74.4% | -7.4% |
| All | +29.8% | +104.0% | -74.2% | -7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling