+43.4%
DLTR vs TRU
+147.2%
-103.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | -10.1% | -2.7% | -7.4% | -9.4% |
| 30D | -8.1% | -2.0% | -6.1% | -7.7% |
| 3M | +2.9% | +18.4% | -15.6% | -2.1% |
| 6M | +4.3% | +8.9% | -4.5% | +1.3% |
| YTD | -3.9% | -8.9% | +5.0% | -3.0% |
| 1Y | +18.9% | -15.9% | +34.8% | +22.3% |
| 3Y | +1.9% | -1.1% | +3.0% | -4.4% |
| 5Y | +31.0% | -35.2% | +66.2% | +37.4% |
| All | +43.4% | +147.2% | -103.7% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling