+72.5%
DLTR vs SUI
+118.5%
-46.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.5% | -4.4% |
| 7D | -2.0% | +6.2% | -8.3% | -3.8% |
| 30D | +12.8% | +8.6% | +4.2% | +9.8% |
| 3M | +1.1% | +1.0% | +0.1% | +0.8% |
| 6M | +35.9% | -2.6% | +38.5% | +36.9% |
| YTD | +6.6% | -0.1% | +6.7% | +6.5% |
| 1Y | +28.6% | +0.5% | +28.1% | +28.3% |
| 3Y | +14.0% | +15.3% | -1.2% | +6.0% |
| 5Y | +19.2% | -26.1% | +45.4% | +28.0% |
| All | +72.5% | +118.5% | -46.0% | +39.4% |
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