+319.2%
F vs DLTR
+11,615.8%
-11,296.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | +0.3% |
| 7D | +1.6% | -2.0% | +3.6% | +1.9% |
| 30D | +2.6% | +12.8% | -10.1% | -0.1% |
| 3M | -8.8% | +1.1% | -9.9% | -9.3% |
| 6M | +4.6% | +35.9% | -31.3% | -2.7% |
| YTD | -1.9% | +6.6% | -8.5% | -4.3% |
| 1Y | -0.8% | +28.6% | -29.4% | -7.1% |
| 3Y | +43.5% | +14.0% | +29.4% | +33.4% |
| 5Y | -12.1% | +19.2% | -31.3% | -20.3% |
| 10Y | +83.6% | +78.1% | +5.5% | +47.4% |
| All | +319.2% | +11,615.8% | -11,296.7% | +73.2% |
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