+66.2%
NDAQ vs DLTR
+12.1%
+54.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.1% |
| 7D | +1.3% | +5.3% | -4.0% | +0.6% |
| 30D | +18.0% | +13.4% | +4.6% | +16.1% |
| 3M | +11.5% | +6.6% | +4.9% | +10.4% |
| 6M | +21.1% | +59.1% | -38.0% | +14.0% |
| YTD | +12.8% | +12.3% | +0.6% | +10.5% |
| 1Y | +25.7% | +33.9% | -8.2% | +20.3% |
| 3Y | +116.8% | +23.0% | +93.8% | +107.7% |
| All | +66.2% | +12.1% | +54.1% | +58.9% |
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