+4,304.1%
O vs DLTR
+12,235.8%
-7,931.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.5% | -0.4% |
| 7D | -0.4% | +5.3% | -5.7% | -1.1% |
| 30D | +7.1% | +13.4% | -6.3% | +5.2% |
| 3M | -5.2% | +6.6% | -11.8% | -6.3% |
| 6M | -1.8% | +59.1% | -60.8% | -8.4% |
| YTD | +9.1% | +12.3% | -3.2% | +6.3% |
| 1Y | +9.7% | +33.9% | -24.2% | +4.2% |
| 3Y | +39.1% | +23.0% | +16.1% | +30.7% |
| 5Y | +8.4% | +22.1% | -13.8% | 0.0% |
| 10Y | +80.2% | +77.5% | +2.7% | +54.5% |
| All | +4,304.1% | +12,235.8% | -7,931.7% | +2,633.2% |
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