+45.0%
DLTR vs SUI
+104.7%
-59.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.2% | -4.1% |
| 7D | -10.2% | -4.3% | -6.0% | -8.9% |
| 30D | -8.5% | -2.1% | -6.4% | -7.8% |
| 3M | +5.6% | -6.1% | +11.7% | +7.6% |
| 6M | +2.2% | -12.8% | +14.9% | +6.7% |
| YTD | -3.8% | -4.6% | +0.9% | -2.4% |
| 1Y | +22.9% | -7.7% | +30.6% | +25.8% |
| 3Y | +2.0% | +10.9% | -8.9% | -4.2% |
| 5Y | +29.8% | -32.4% | +62.2% | +43.7% |
| 10Y | +45.0% | +105.7% | -60.7% | +13.6% |
| All | +45.0% | +104.7% | -59.7% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling