+32.4%
DLTR vs SPXU
-86.1%
+118.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -1.0% |
| 7D | -10.1% | +2.5% | -12.6% | -9.5% |
| 30D | -8.1% | +4.2% | -12.3% | -7.2% |
| 3M | +2.9% | -9.3% | +12.1% | +0.9% |
| 6M | +4.3% | -30.7% | +35.0% | -3.0% |
| YTD | -3.9% | -28.1% | +24.2% | -9.7% |
| 1Y | +18.9% | -35.2% | +54.1% | +9.9% |
| 3Y | +1.9% | -79.9% | +81.8% | -23.9% |
| All | +32.4% | -86.1% | +118.5% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling