+12,127.0%
DLTR vs STT
+3,977.5%
+8,149.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.1% |
| 7D | -2.8% | +0.4% | -3.2% | -2.8% |
| 30D | +21.5% | -0.4% | +21.9% | +21.6% |
| 3M | +11.6% | -6.5% | +18.1% | +13.4% |
| 6M | +58.7% | +17.2% | +41.6% | +52.0% |
| YTD | +16.2% | +38.2% | -22.0% | +6.3% |
| 1Y | +34.8% | +49.3% | -14.5% | +21.1% |
| 3Y | +25.3% | +181.9% | -156.7% | -4.4% |
| 5Y | +25.8% | +106.9% | -81.1% | +1.3% |
| 10Y | +83.7% | +203.1% | -119.5% | +28.5% |
| All | +12,127.0% | +3,977.5% | +8,149.6% | +3,034.7% |
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