+38.6%
DVN vs DLTR
+29.2%
+9.3%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.5% |
| 7D | +1.5% | +2.5% | -1.0% | +1.7% |
| 30D | +14.2% | +2.1% | +12.1% | +14.4% |
| 3M | +5.2% | +20.3% | -15.0% | +7.1% |
| 6M | +11.9% | +11.5% | +0.4% | +15.5% |
| YTD | +32.8% | +6.8% | +26.0% | +37.1% |
| 1Y | +38.6% | +31.1% | +7.5% | +37.7% |
| All | +38.6% | +29.2% | +9.3% | +37.7% |
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