+52.5%
NDAQ vs DLTR
+27.2%
+25.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.6% | +3.7% | -0.3% |
| 7D | -1.6% | -10.2% | +8.7% | -0.4% |
| 30D | -1.5% | -8.5% | +7.0% | -0.5% |
| 3M | +8.0% | +5.6% | +2.5% | +7.2% |
| 6M | +7.7% | +2.2% | +5.5% | +7.0% |
| YTD | -2.3% | -3.8% | +1.4% | -2.4% |
| 1Y | +0.6% | +22.9% | -22.4% | -2.5% |
| 3Y | +90.9% | +2.0% | +88.9% | +87.5% |
| 5Y | +52.5% | +29.8% | +22.6% | +48.4% |
| All | +52.5% | +27.2% | +25.3% | +48.4% |
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