+44.0%
DLTR vs WAB
+46.5%
-2.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.1% | +8.6% | +9.4% |
| 7D | +15.6% | +4.5% | +11.1% | +14.3% |
| 30D | +29.9% | +1.1% | +28.8% | +29.4% |
| 3M | +12.5% | -1.3% | +13.7% | +12.7% |
| 6M | +56.3% | +12.7% | +43.6% | +47.3% |
| YTD | +19.5% | +38.7% | -19.2% | -7.1% |
| 1Y | +44.0% | +44.9% | -0.9% | +4.9% |
| All | +44.0% | +46.5% | -2.5% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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