+44.0%
DLTR vs WING
-23.2%
+67.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.7% | +5.9% | +8.9% |
| 7D | +15.6% | +21.0% | -5.4% | +11.7% |
| 30D | +29.9% | +56.9% | -27.0% | +19.6% |
| 3M | +12.5% | +38.4% | -25.9% | +5.4% |
| 6M | +56.3% | +12.0% | +44.3% | +51.7% |
| YTD | +19.5% | -29.2% | +48.7% | +24.1% |
| 1Y | +44.0% | -28.8% | +72.8% | +47.3% |
| All | +44.0% | -23.2% | +67.2% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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