+33.0%
DLTR vs SUI
-4.1%
+37.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.7% |
| 7D | +2.4% | -3.8% | +6.2% | +4.8% |
| 30D | +21.5% | +3.9% | +17.5% | +18.8% |
| 3M | +9.8% | +0.2% | +9.6% | +9.5% |
| 6M | +58.6% | -4.2% | +62.8% | +61.2% |
| YTD | +14.8% | -2.5% | +17.4% | +16.4% |
| 1Y | +33.0% | -4.0% | +37.1% | +38.6% |
| All | +33.0% | -4.1% | +37.1% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling