+7,435.4%
DLTR vs WAB
+4,115.8%
+3,319.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.6% | -6.2% | -5.7% |
| 7D | -5.8% | +1.7% | -7.5% | -6.2% |
| 30D | -5.2% | -2.4% | -2.8% | -4.7% |
| 3M | +15.2% | +9.7% | +5.5% | +12.1% |
| 6M | +7.1% | +16.5% | -9.4% | +2.6% |
| YTD | +0.8% | +33.7% | -32.9% | -6.5% |
| 1Y | +24.8% | +49.7% | -24.9% | +12.6% |
| 3Y | +6.9% | +170.9% | -164.0% | -16.8% |
| 5Y | +33.2% | +228.0% | -194.8% | -1.5% |
| 10Y | +51.6% | +284.8% | -233.2% | +2.4% |
| All | +7,435.4% | +4,115.8% | +3,319.6% | +2,539.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling