+44.0%
DLTR vs WY
+0.3%
+43.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.6% | +4.0% | +6.8% |
| 7D | +15.6% | +13.3% | +2.2% | +9.2% |
| 30D | +29.9% | +17.6% | +12.2% | +20.9% |
| 3M | +12.5% | -15.0% | +27.5% | +19.7% |
| 6M | +56.3% | -5.9% | +62.2% | +58.5% |
| YTD | +19.5% | -5.7% | +25.2% | +22.3% |
| 1Y | +44.0% | -0.2% | +44.2% | +43.5% |
| All | +44.0% | +0.3% | +43.7% | +43.5% |
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