+32.4%
DLTR vs TECH
-43.3%
+75.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -10.1% | -0.4% | -9.7% | -10.0% |
| 30D | -8.1% | 0.0% | -8.1% | -8.1% |
| 3M | +2.9% | +33.7% | -30.8% | -3.3% |
| 6M | +4.3% | +34.9% | -30.6% | -3.0% |
| YTD | -3.9% | +23.2% | -27.1% | -9.2% |
| 1Y | +18.9% | +36.3% | -17.4% | +9.6% |
| 3Y | +1.9% | +2.3% | -0.4% | -2.6% |
| All | +32.4% | -43.3% | +75.7% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling