+60.1%
DOCN vs DLTR
+41.6%
+18.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.7% |
| 7D | +1.1% | +2.5% | -1.3% | +0.6% |
| 30D | -9.6% | +2.1% | -11.7% | -10.2% |
| 3M | -37.7% | +20.3% | -58.0% | -40.8% |
| 6M | +115.2% | +11.5% | +103.7% | +106.3% |
| YTD | +133.7% | +6.8% | +126.9% | +126.2% |
| 1Y | +250.2% | +31.1% | +219.1% | +217.9% |
| 3Y | +320.3% | +10.7% | +309.6% | +290.5% |
| All | +60.1% | +41.6% | +18.5% | +73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 5y: compounded portfolio wealth divided by compounded DLTR 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…
5y analysis · Full analysis span regression · 6 months rolling