-35.5%
DOW vs DLTR
+29.9%
-65.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -2.4% | -9.4% | +7.1% | -0.9% |
| 30D | -4.1% | -7.3% | +3.3% | -3.1% |
| 3M | -12.4% | +7.6% | -20.0% | -13.9% |
| 6M | -10.6% | +1.6% | -12.2% | -11.8% |
| YTD | +31.1% | -3.5% | +34.6% | +30.8% |
| 1Y | +30.5% | +20.0% | +10.5% | +24.1% |
| 3Y | -34.4% | +2.3% | -36.7% | -38.1% |
| 5Y | -35.5% | +31.5% | -67.0% | -40.4% |
| All | -35.5% | +29.9% | -65.4% | -40.4% |
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