+4,424.6%
O vs DLTR
+10,981.5%
-6,556.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.6% | +5.2% | +0.4% |
| 7D | -0.6% | -5.8% | +5.3% | +0.2% |
| 30D | -2.0% | -5.2% | +3.3% | -1.3% |
| 3M | +3.0% | +15.2% | -12.2% | +0.9% |
| 6M | -3.6% | +7.1% | -10.8% | -5.2% |
| YTD | +12.1% | +0.8% | +11.2% | +11.0% |
| 1Y | +8.9% | +24.8% | -15.9% | +4.5% |
| 3Y | +30.3% | +6.9% | +23.4% | +25.0% |
| 5Y | +13.7% | +33.2% | -19.5% | +3.6% |
| 10Y | +50.3% | +51.6% | -1.3% | +31.8% |
| All | +4,424.6% | +10,981.5% | -6,556.9% | +2,754.8% |
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