+10,053.0%
DLTR vs TECH
+10,153.0%
-100.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.3% |
| 7D | -9.4% | -0.5% | -8.9% | -9.4% |
| 30D | -7.3% | 0.0% | -7.4% | -7.3% |
| 3M | +7.6% | +37.4% | -29.9% | +1.1% |
| 6M | +1.6% | +36.9% | -35.3% | -5.2% |
| YTD | -3.5% | +23.1% | -26.6% | -8.4% |
| 1Y | +20.0% | +42.2% | -22.2% | +10.6% |
| 3Y | +2.3% | +1.9% | +0.3% | -2.0% |
| 5Y | +31.5% | -42.9% | +74.5% | +37.4% |
| 10Y | +45.4% | +188.2% | -142.9% | +12.0% |
| All | +10,053.0% | +10,153.0% | -100.0% | +4,243.6% |
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