+29.8%
DLTR vs WING
-33.6%
+63.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.0% | -5.6% | -4.7% |
| 7D | -10.2% | -2.3% | -8.0% | -10.0% |
| 30D | -8.5% | -5.6% | -2.9% | -7.9% |
| 3M | +5.6% | -22.9% | +28.5% | +8.9% |
| 6M | +2.2% | -50.4% | +52.6% | +11.4% |
| YTD | -3.8% | -53.3% | +49.6% | +5.2% |
| 1Y | +22.9% | -61.2% | +84.2% | +37.0% |
| 3Y | +2.0% | -30.1% | +32.1% | -2.4% |
| 5Y | +29.8% | -35.0% | +64.8% | +12.8% |
| All | +29.8% | -33.6% | +63.4% | +12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling