+80.3%
DLTR vs SUI
+120.9%
-40.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | +2.4% | -3.8% | +6.2% | +3.8% |
| 30D | +21.5% | +3.9% | +17.5% | +20.0% |
| 3M | +9.8% | +0.2% | +9.6% | +9.8% |
| 6M | +58.6% | -4.2% | +62.8% | +60.7% |
| YTD | +14.8% | -2.5% | +17.4% | +15.6% |
| 1Y | +33.0% | -4.0% | +37.1% | +34.7% |
| 3Y | +23.8% | +16.5% | +7.3% | +14.5% |
| 5Y | +24.9% | -27.2% | +52.1% | +34.8% |
| All | +80.3% | +120.9% | -40.6% | +41.3% |
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