-32.9%
DOCS vs DLTR
+34.7%
-67.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +0.7% |
| 7D | +2.6% | +5.3% | -2.7% | +1.8% |
| 30D | +11.4% | +13.4% | -2.0% | +10.1% |
| 3M | +25.4% | +6.6% | +18.8% | +24.4% |
| 6M | +42.5% | +59.1% | -16.5% | +43.7% |
| YTD | -24.7% | +12.3% | -37.0% | -27.0% |
| 1Y | -32.9% | +33.9% | -66.8% | -35.4% |
| All | -32.9% | +34.7% | -67.7% | -35.4% |
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 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