+75.3%
DLTR vs WING
+637.4%
-562.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.2% | -2.3% |
| 7D | +5.3% | -2.5% | +7.8% | +5.6% |
| 30D | +13.4% | +29.5% | -16.1% | +8.9% |
| 3M | +6.6% | +40.2% | -33.6% | +0.6% |
| 6M | +59.1% | +32.7% | +26.4% | +50.8% |
| YTD | +12.3% | -32.8% | +45.1% | +16.6% |
| 1Y | +33.9% | -31.7% | +65.6% | +38.5% |
| 3Y | +23.0% | -24.7% | +47.7% | +19.2% |
| 5Y | +22.1% | -0.5% | +22.6% | +8.0% |
| 10Y | +77.5% | +647.5% | -570.0% | +7.1% |
| All | +75.3% | +637.4% | -562.1% | +2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling