+31.5%
DLTR vs WPM
+252.7%
-221.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +3.9% | +0.6% |
| 7D | -9.4% | -3.6% | -5.8% | -9.2% |
| 30D | -7.3% | +12.5% | -19.8% | -8.5% |
| 3M | +7.6% | +40.6% | -33.0% | +3.7% |
| 6M | +1.6% | +0.5% | +1.0% | +0.9% |
| YTD | -3.5% | +29.0% | -32.6% | -6.9% |
| 1Y | +20.0% | +43.8% | -23.8% | +14.3% |
| 3Y | +2.3% | +266.3% | -264.0% | -13.9% |
| 5Y | +31.5% | +255.1% | -223.6% | +4.9% |
| All | +31.5% | +252.7% | -221.1% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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