+6.8%
DLTR vs WWD
+187.3%
-180.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -2.1% |
| 7D | +5.3% | +4.0% | +1.3% | +4.4% |
| 30D | +13.4% | +0.4% | +13.0% | +13.0% |
| 3M | +6.6% | -7.9% | +14.5% | +8.3% |
| 6M | +59.1% | -10.6% | +69.7% | +61.4% |
| YTD | +12.3% | +9.4% | +2.9% | +7.3% |
| 1Y | +33.9% | +25.7% | +8.1% | +23.1% |
| 3Y | +23.0% | +148.5% | -125.5% | -9.1% |
| All | +6.8% | +187.3% | -180.4% | -26.8% |
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