+1.9%
DLTR vs UUUU
+74.5%
-72.6%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | -0.1% |
| 7D | -10.1% | -10.5% | +0.4% | -9.5% |
| 30D | -8.1% | -10.5% | +2.4% | -7.7% |
| 3M | +2.9% | -14.1% | +17.0% | +3.4% |
| 6M | +4.3% | -35.5% | +39.8% | +6.1% |
| YTD | -3.9% | -10.9% | +7.0% | -4.8% |
| 1Y | +18.9% | +3.4% | +15.5% | +16.0% |
| 3Y | +1.9% | +73.1% | -71.2% | -9.3% |
| All | +1.9% | +74.5% | -72.6% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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