+5,957.5%
GD vs DLTR
+11,615.8%
-5,658.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | -0.1% |
| 7D | -5.0% | -2.0% | -2.9% | -4.9% |
| 30D | +8.9% | +12.8% | -3.8% | +7.2% |
| 3M | -8.0% | +1.1% | -9.2% | -8.4% |
| 6M | +2.9% | +35.9% | -33.0% | -1.4% |
| YTD | +7.1% | +6.6% | +0.5% | +5.3% |
| 1Y | +5.9% | +28.6% | -22.7% | +1.8% |
| 3Y | +53.9% | +14.0% | +39.8% | +47.0% |
| 5Y | +95.4% | +19.2% | +76.2% | +82.9% |
| 10Y | +193.5% | +78.1% | +115.4% | +156.2% |
| All | +5,957.5% | +11,615.8% | -5,658.3% | +3,461.4% |
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