+6.8%
DLTR vs THC
+258.4%
-251.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | +5.3% | +1.0% | +4.3% | +5.1% |
| 30D | +13.4% | +5.3% | +8.1% | +12.6% |
| 3M | +6.6% | +7.1% | -0.5% | +5.5% |
| 6M | +59.1% | +46.0% | +13.0% | +49.6% |
| YTD | +12.3% | +43.9% | -31.7% | +5.3% |
| 1Y | +33.9% | +45.4% | -11.6% | +25.1% |
| 3Y | +23.0% | +421.3% | -398.3% | -10.2% |
| All | +6.8% | +258.4% | -251.5% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling