+11,714.6%
DLTR vs SPG
+5,014.2%
+6,700.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | +5.3% | +2.0% | +3.3% | +4.8% |
| 30D | +13.4% | +17.2% | -3.8% | +9.3% |
| 3M | +6.6% | +6.3% | +0.3% | +5.2% |
| 6M | +59.1% | +18.7% | +40.4% | +52.9% |
| YTD | +12.3% | +30.1% | -17.8% | +5.4% |
| 1Y | +33.9% | +32.8% | +1.1% | +25.1% |
| 3Y | +23.0% | +133.6% | -110.6% | +0.1% |
| 5Y | +22.1% | +84.4% | -62.3% | +3.9% |
| 10Y | +77.5% | +114.3% | -36.9% | +33.9% |
| All | +11,714.6% | +5,014.2% | +6,700.4% | +3,196.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling