+44.0%
DLTR vs THC
+46.1%
-2.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +9.6% | +0.1% | +8.3% |
| 7D | +15.6% | +8.8% | +6.7% | +14.3% |
| 30D | +29.9% | +12.6% | +17.2% | +28.0% |
| 3M | +12.5% | +15.4% | -2.9% | +10.7% |
| 6M | +56.3% | +57.7% | -1.4% | +49.2% |
| YTD | +19.5% | +47.1% | -27.6% | +15.0% |
| 1Y | +44.0% | +40.7% | +3.3% | +38.7% |
| All | +44.0% | +46.1% | -2.1% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 1y: compounded portfolio wealth divided by compounded THC 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…
1y analysis · Full analysis span regression · 6 months rolling