+11,144.7%
DLTR vs SPG
+4,448.8%
+6,695.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | +2.5% | -2.4% | +4.9% | +3.1% |
| 30D | +2.1% | -6.8% | +8.9% | +3.8% |
| 3M | +20.3% | +2.7% | +17.6% | +19.6% |
| 6M | +11.5% | +5.5% | +6.1% | +10.1% |
| YTD | +6.8% | +15.7% | -8.9% | +3.1% |
| 1Y | +31.1% | +20.9% | +10.2% | +25.3% |
| 3Y | +10.7% | +112.4% | -101.7% | -8.0% |
| 5Y | +41.6% | +101.4% | -59.7% | +18.2% |
| 10Y | +58.1% | +60.6% | -2.5% | +27.5% |
| All | +11,144.7% | +4,448.8% | +6,695.9% | +3,124.2% |
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 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