+63.3%
LIN vs DLTR
+20.0%
+43.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.9% | +3.8% | -0.7% |
| 7D | +0.2% | -2.0% | +2.2% | +0.3% |
| 30D | +6.5% | +12.8% | -6.3% | +5.2% |
| 3M | +5.5% | +1.1% | +4.3% | +5.2% |
| 6M | +3.3% | +35.9% | -32.6% | +0.1% |
| YTD | +22.0% | +6.6% | +15.4% | +20.8% |
| 1Y | +25.7% | +28.6% | -2.9% | +21.9% |
| 3Y | +36.2% | +14.0% | +22.2% | +31.8% |
| All | +63.3% | +20.0% | +43.3% | +60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling