+31.5%
DLTR vs WWD
+187.1%
-155.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.6% |
| 7D | -9.4% | -2.9% | -6.6% | -8.8% |
| 30D | -7.3% | -6.6% | -0.7% | -5.9% |
| 3M | +7.6% | -9.3% | +16.9% | +9.2% |
| 6M | +1.6% | -13.6% | +15.2% | +4.1% |
| YTD | -3.5% | +10.4% | -13.9% | -7.6% |
| 1Y | +20.0% | +39.9% | -19.8% | +7.8% |
| 3Y | +2.3% | +165.0% | -162.8% | -25.5% |
| 5Y | +31.5% | +183.8% | -152.3% | -10.0% |
| All | +31.5% | +187.1% | -155.6% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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