+2,353.8%
ELV vs DLTR
+1,414.6%
+939.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.6% | +3.3% | -0.4% |
| 7D | -2.2% | -10.2% | +8.0% | -0.3% |
| 30D | -0.2% | -8.5% | +8.3% | +1.3% |
| 3M | -6.1% | +5.6% | -11.7% | -7.3% |
| 6M | +42.8% | +2.2% | +40.6% | +40.7% |
| YTD | +14.4% | -3.8% | +18.1% | +13.9% |
| 1Y | +28.6% | +22.9% | +5.7% | +22.1% |
| 3Y | -7.4% | +2.0% | -9.5% | -12.0% |
| 5Y | +14.5% | +29.8% | -15.3% | -0.1% |
| 10Y | +257.4% | +45.0% | +212.4% | +194.1% |
| All | +2,353.8% | +1,414.6% | +939.2% | +1,363.6% |
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 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