+6.9%
DLTR vs THC
+253.4%
-246.5%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.3% | -3.4% | -5.3% |
| 7D | -5.8% | -2.6% | -3.3% | -5.5% |
| 30D | -5.2% | -1.2% | -4.1% | -5.1% |
| 3M | +15.2% | +58.9% | -43.7% | +8.3% |
| 6M | +7.1% | +9.3% | -2.2% | +5.6% |
| YTD | +0.8% | +30.4% | -29.5% | -3.3% |
| 1Y | +24.8% | +34.6% | -9.8% | +18.7% |
| 3Y | +6.9% | +246.7% | -239.7% | -21.9% |
| All | +6.9% | +253.4% | -246.5% | -21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling