+44.0%
DLTR vs XHB
+5.8%
+38.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +5.4% | +4.2% | +6.4% |
| 7D | +15.6% | +9.7% | +5.8% | +9.8% |
| 30D | +29.9% | +11.7% | +18.2% | +22.2% |
| 3M | +12.5% | -1.4% | +13.8% | +12.9% |
| 6M | +56.3% | +6.8% | +49.5% | +48.7% |
| YTD | +19.5% | +5.5% | +14.0% | +12.3% |
| 1Y | +44.0% | +5.1% | +38.9% | +34.9% |
| All | +44.0% | +5.8% | +38.2% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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