+6,019.1%
GD vs DLTR
+11,640.8%
-5,621.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.8% |
| 7D | -5.3% | +2.5% | -7.7% | -5.5% |
| 30D | -6.4% | +2.1% | -8.5% | -6.7% |
| 3M | +5.7% | +20.3% | -14.6% | +3.2% |
| 6M | -0.9% | +11.5% | -12.5% | -2.8% |
| YTD | +8.2% | +6.8% | +1.3% | +6.6% |
| 1Y | +13.4% | +31.1% | -17.7% | +8.9% |
| 3Y | +68.5% | +10.7% | +57.8% | +61.8% |
| 5Y | +97.2% | +41.6% | +55.6% | +80.7% |
| 10Y | +190.2% | +58.1% | +132.1% | +157.1% |
| All | +6,019.1% | +11,640.8% | -5,621.8% | +3,504.7% |
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