+97.9%
EWT vs DLTR
+29.2%
+68.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | +4.0% | +2.5% | +1.5% | +3.7% |
| 30D | +10.3% | +2.1% | +8.2% | +10.0% |
| 3M | +6.1% | +20.3% | -14.2% | +3.6% |
| 6M | +56.6% | +11.5% | +45.1% | +54.9% |
| YTD | +76.6% | +6.8% | +69.7% | +75.3% |
| 1Y | +97.9% | +31.1% | +66.8% | +83.1% |
| All | +97.9% | +29.2% | +68.6% | +83.1% |
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 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