+11,144.7%
DLTR vs STT
+4,423.8%
+6,720.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +2.5% | +0.5% | +2.0% | +2.3% |
| 30D | +2.1% | +3.9% | -1.8% | +1.1% |
| 3M | +20.3% | +20.0% | +0.3% | +14.7% |
| 6M | +11.5% | +55.3% | -43.8% | -0.6% |
| YTD | +6.8% | +53.3% | -46.5% | -4.6% |
| 1Y | +31.1% | +74.7% | -43.6% | +13.3% |
| 3Y | +10.7% | +205.8% | -195.2% | -17.2% |
| 5Y | +41.6% | +145.0% | -103.4% | +9.3% |
| 10Y | +58.1% | +266.0% | -207.9% | +5.7% |
| All | +11,144.7% | +4,423.8% | +6,720.9% | +2,710.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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