+44.0%
DLTR vs TRI
-22.4%
+66.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +6.4% | +3.2% | +8.5% |
| 7D | +15.6% | +1.0% | +14.6% | +15.3% |
| 30D | +29.9% | +20.8% | +9.1% | +26.5% |
| 3M | +12.5% | +8.1% | +4.4% | +10.9% |
| 6M | +56.3% | +24.2% | +32.1% | +50.5% |
| YTD | +19.5% | -7.8% | +27.3% | +26.9% |
| 1Y | +44.0% | -16.7% | +60.7% | +62.9% |
| All | +44.0% | -22.4% | +66.5% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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