-37.4%
DOCS vs DLTR
+29.7%
-67.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.5% |
| 7D | 0.0% | -1.0% | +1.0% | +0.1% |
| 30D | +7.8% | +15.7% | -7.9% | +6.3% |
| 3M | +20.0% | +4.8% | +15.1% | +19.2% |
| 6M | +26.5% | +45.6% | -19.1% | +26.6% |
| YTD | -25.8% | +11.6% | -37.3% | -28.1% |
| All | -37.4% | +29.7% | -67.1% | -40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling