+11,120.8%
DLTR vs SUI
+3,299.3%
+7,821.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.5% | -4.5% |
| 7D | -2.0% | +6.2% | -8.3% | -3.6% |
| 30D | +12.8% | +8.6% | +4.2% | +10.2% |
| 3M | +1.1% | +1.0% | +0.1% | +0.9% |
| 6M | +35.9% | -2.6% | +38.5% | +36.8% |
| 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% | +7.5% |
| 5Y | +19.2% | -26.1% | +45.4% | +25.9% |
| 10Y | +78.1% | +117.8% | -39.7% | +36.4% |
| All | +11,120.8% | +3,299.3% | +7,821.4% | +3,920.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling