+1,425.7%
DLTR vs WPM
+5,972.6%
-4,546.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.6% |
| 7D | -5.8% | +7.0% | -12.8% | -6.1% |
| 30D | -5.2% | +15.7% | -21.0% | -5.8% |
| 3M | +15.2% | +35.2% | -20.0% | +13.8% |
| 6M | +7.1% | +6.1% | +1.0% | +6.7% |
| YTD | +0.8% | +32.6% | -31.7% | -0.5% |
| 1Y | +24.8% | +46.9% | -22.1% | +22.6% |
| 3Y | +6.9% | +276.3% | -269.4% | +1.5% |
| 5Y | +33.2% | +260.0% | -226.8% | +26.3% |
| 10Y | +51.6% | +508.5% | -457.0% | +40.7% |
| All | +1,425.7% | +5,972.6% | -4,546.9% | +1,174.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling