+708.7%
GIS vs DLTR
+10,981.5%
-10,272.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.6% | +4.0% | -1.1% |
| 7D | -8.3% | -5.8% | -2.5% | -7.9% |
| 30D | +2.2% | -5.2% | +7.4% | +2.6% |
| 3M | +15.7% | +15.2% | +0.5% | +14.4% |
| 6M | -12.0% | +7.1% | -19.1% | -12.6% |
| YTD | -15.0% | +0.8% | -15.8% | -15.3% |
| 1Y | -20.1% | +24.8% | -44.9% | -21.8% |
| 3Y | -34.6% | +6.9% | -41.5% | -36.1% |
| 5Y | -22.8% | +33.2% | -56.1% | -26.5% |
| 10Y | -18.5% | +51.6% | -70.1% | -24.2% |
| All | +708.7% | +10,981.5% | -10,272.8% | +461.0% |
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