+11,714.6%
DLTR vs STT
+3,960.6%
+7,754.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.1% | -2.2% |
| 7D | +5.3% | +4.8% | +0.5% | +4.1% |
| 30D | +13.4% | +3.9% | +9.5% | +12.4% |
| 3M | +6.6% | -8.2% | +14.8% | +8.8% |
| 6M | +59.1% | +15.6% | +43.5% | +52.8% |
| YTD | +12.3% | +37.6% | -25.4% | +2.9% |
| 1Y | +33.9% | +50.1% | -16.3% | +20.1% |
| 3Y | +23.0% | +183.1% | -160.1% | -6.2% |
| 5Y | +22.1% | +104.8% | -82.7% | -1.4% |
| 10Y | +77.5% | +201.9% | -124.4% | +24.3% |
| All | +11,714.6% | +3,960.6% | +7,754.0% | +2,932.2% |
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