+11,120.8%
DLTR vs SWK
+1,235.2%
+9,885.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.6% | -4.8% |
| 7D | -2.0% | +11.0% | -13.1% | -5.4% |
| 30D | +12.8% | +30.1% | -17.3% | +3.1% |
| 3M | +1.1% | +14.7% | -13.5% | -3.6% |
| 6M | +35.9% | +44.5% | -8.6% | +19.3% |
| YTD | +6.6% | +59.4% | -52.8% | -10.2% |
| 1Y | +28.6% | +77.5% | -48.9% | +4.4% |
| 3Y | +14.0% | +49.5% | -35.4% | -5.3% |
| 5Y | +19.2% | -24.9% | +44.1% | +21.0% |
| 10Y | +78.1% | +31.8% | +46.4% | +37.1% |
| All | +11,120.8% | +1,235.2% | +9,885.6% | +3,057.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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