+44.0%
DLTR vs Z
-54.2%
+98.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +9.4% | +0.2% | +8.0% |
| 7D | +15.6% | +10.2% | +5.4% | +13.8% |
| 30D | +29.9% | +23.7% | +6.2% | +26.1% |
| 3M | +12.5% | -6.6% | +19.0% | +12.3% |
| 6M | +56.3% | -23.0% | +79.3% | +56.8% |
| YTD | +19.5% | -50.3% | +69.8% | +24.3% |
| 1Y | +44.0% | -53.6% | +97.6% | +51.6% |
| All | +44.0% | -54.2% | +98.2% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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