-8.8%
EW vs DLTR
+23.8%
-32.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | +4.9% | +2.4% | +2.5% | +4.6% |
| 30D | +24.1% | +21.5% | +2.6% | +20.8% |
| 3M | +13.7% | +9.8% | +3.9% | +12.0% |
| 6M | +32.7% | +58.6% | -25.9% | +24.2% |
| YTD | +24.1% | +14.8% | +9.3% | +20.8% |
| 1Y | +23.6% | +33.0% | -9.4% | +18.0% |
| 3Y | +64.8% | +23.8% | +40.9% | +57.7% |
| 5Y | -8.8% | +24.9% | -33.7% | -11.3% |
| All | -8.8% | +23.8% | -32.6% | -11.3% |
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