+18.9%
DLTR vs WY
-9.1%
+27.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -10.1% | -4.2% | -5.9% | -8.5% |
| 30D | -8.1% | -10.1% | +2.0% | -4.1% |
| 3M | +2.9% | -8.5% | +11.4% | +6.3% |
| 6M | +4.3% | -3.3% | +7.7% | +5.8% |
| YTD | -3.9% | -4.4% | +0.5% | -2.1% |
| 1Y | +18.9% | -11.5% | +30.4% | +23.8% |
| All | +18.9% | -9.1% | +27.9% | +23.8% |
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