+11,144.7%
DLTR vs WWD
+20,634.2%
-9,489.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.1% |
| 7D | +2.5% | +1.3% | +1.2% | +2.2% |
| 30D | +2.1% | -7.2% | +9.2% | +3.5% |
| 3M | +20.3% | -3.8% | +24.1% | +20.6% |
| 6M | +11.5% | -9.9% | +21.4% | +13.0% |
| YTD | +6.8% | +14.8% | -8.0% | +2.9% |
| 1Y | +31.1% | +42.1% | -11.0% | +20.7% |
| 3Y | +10.7% | +170.8% | -160.1% | -11.8% |
| 5Y | +41.6% | +197.5% | -155.9% | +9.5% |
| 10Y | +58.1% | +477.8% | -419.7% | +2.0% |
| All | +11,144.7% | +20,634.2% | -9,489.4% | +4,148.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling