+11,714.6%
DLTR vs TECH
+10,266.8%
+1,447.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.3% | -2.3% |
| 7D | +5.3% | +0.1% | +5.2% | +5.3% |
| 30D | +13.4% | +0.5% | +12.9% | +13.3% |
| 3M | +6.6% | +1.1% | +5.5% | +6.4% |
| 6M | +59.1% | +62.8% | -3.8% | +45.1% |
| YTD | +12.3% | +24.5% | -12.2% | +6.4% |
| 1Y | +33.9% | +20.6% | +13.2% | +27.5% |
| 3Y | +23.0% | +29.5% | -6.5% | +13.1% |
| 5Y | +22.1% | -40.9% | +63.0% | +26.9% |
| 10Y | +77.5% | +189.5% | -112.0% | +36.7% |
| All | +11,714.6% | +10,266.8% | +1,447.8% | +4,944.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling