+7,692.7%
EW vs DLTR
+1,245.3%
+6,447.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.5% | +1.5% |
| 7D | +4.9% | +5.3% | -0.4% | +4.3% |
| 30D | +23.9% | +13.4% | +10.5% | +22.1% |
| 3M | +15.8% | +6.6% | +9.2% | +14.7% |
| 6M | +31.7% | +59.1% | -27.4% | +24.4% |
| YTD | +25.7% | +12.3% | +13.4% | +23.2% |
| 1Y | +24.4% | +33.9% | -9.4% | +19.5% |
| 3Y | +65.9% | +23.0% | +42.9% | +58.0% |
| 5Y | -7.6% | +22.1% | -29.7% | -12.7% |
| 10Y | +253.2% | +77.5% | +175.7% | +214.0% |
| All | +7,692.7% | +1,245.3% | +6,447.4% | +6,097.1% |
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