+44.0%
DLTR vs SPXU
-30.4%
+74.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.9% | +14.5% | +8.5% |
| 7D | +15.6% | +2.2% | +13.4% | +16.1% |
| 30D | +29.9% | +3.8% | +26.1% | +30.9% |
| 3M | +12.5% | +3.3% | +9.2% | +13.5% |
| 6M | +56.3% | -16.7% | +73.0% | +49.4% |
| YTD | +19.5% | -28.6% | +48.1% | +10.5% |
| 1Y | +44.0% | -30.6% | +74.6% | +32.5% |
| All | +44.0% | -30.4% | +74.4% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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