+66.8%
DLTR vs WING
+405.9%
-339.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | +2.5% | -3.9% | +6.3% | +3.1% |
| 30D | +2.1% | -11.6% | +13.6% | +3.7% |
| 3M | +20.3% | -24.2% | +44.5% | +24.7% |
| 6M | +11.5% | -54.1% | +65.6% | +24.0% |
| YTD | +6.8% | -53.9% | +60.7% | +18.0% |
| 1Y | +31.1% | -64.4% | +95.4% | +49.7% |
| 3Y | +10.7% | -30.2% | +40.9% | +8.1% |
| 5Y | +41.6% | -34.1% | +75.7% | +33.5% |
| 10Y | +58.1% | +342.1% | -284.0% | +3.1% |
| All | +66.8% | +405.9% | -339.0% | +4.0% |
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