+835.3%
DVN vs DLTR
+10,500.9%
-9,665.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +2.5% | -9.4% | +12.0% | +3.6% |
| 30D | +10.2% | -7.3% | +17.5% | +11.0% |
| 3M | +8.1% | +7.6% | +0.5% | +6.9% |
| 6M | +15.9% | +1.6% | +14.3% | +14.7% |
| YTD | +38.2% | -3.5% | +41.8% | +37.5% |
| 1Y | +44.5% | +20.0% | +24.4% | +39.7% |
| 3Y | +5.1% | +2.3% | +2.9% | +1.8% |
| 5Y | +124.3% | +31.5% | +92.8% | +110.0% |
| 10Y | +65.9% | +45.4% | +20.5% | +51.8% |
| All | +835.3% | +10,500.9% | -9,665.5% | +607.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling