+744.4%
DLTR vs SPXU
-100.0%
+844.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.4% | -6.0% | -4.2% |
| 7D | -10.2% | +1.3% | -11.5% | -9.9% |
| 30D | -8.5% | +5.1% | -13.6% | -7.4% |
| 3M | +5.6% | -9.1% | +14.7% | +3.7% |
| 6M | +2.2% | -29.6% | +31.8% | -4.6% |
| YTD | -3.8% | -27.7% | +23.9% | -9.3% |
| 1Y | +22.9% | -37.0% | +59.9% | +13.0% |
| 3Y | +2.0% | -80.2% | +82.2% | -23.5% |
| 5Y | +29.8% | -86.0% | +115.8% | -0.8% |
| 10Y | +45.0% | -99.5% | +144.6% | -35.3% |
| All | +744.4% | -100.0% | +844.4% | +116.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling