+31.5%
DLTR vs WAB
+220.1%
-188.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -9.4% | -0.2% | -9.2% | -9.4% |
| 30D | -7.3% | -5.9% | -1.5% | -5.3% |
| 3M | +7.6% | +9.4% | -1.8% | +2.9% |
| 6M | +1.6% | +13.8% | -12.3% | -4.7% |
| YTD | -3.5% | +31.8% | -35.3% | -14.8% |
| 1Y | +20.0% | +48.5% | -28.5% | +1.1% |
| 3Y | +2.3% | +167.0% | -164.7% | -34.2% |
| 5Y | +31.5% | +222.3% | -190.8% | -22.7% |
| All | +31.5% | +220.1% | -188.6% | -22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling