+31.1%
DLTR vs WY
-5.4%
+36.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.5% | -2.6% | +5.1% | +3.6% |
| 30D | +2.1% | -10.9% | +13.0% | +6.9% |
| 3M | +20.3% | -6.0% | +26.3% | +22.9% |
| 6M | +11.5% | -5.6% | +17.2% | +13.7% |
| YTD | +6.8% | -1.1% | +8.0% | +7.2% |
| 1Y | +31.1% | -7.5% | +38.6% | +33.9% |
| All | +31.1% | -5.4% | +36.5% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling