-47.1%
OPEN vs DLTR
+29.2%
-76.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -4.3% | +2.5% | -6.7% | -5.1% |
| 30D | -16.2% | +2.1% | -18.3% | -17.0% |
| 3M | -36.4% | +20.3% | -56.6% | -41.2% |
| 6M | -35.5% | +11.5% | -47.0% | -38.7% |
| YTD | -46.0% | +6.8% | -52.8% | -47.2% |
| 1Y | -47.1% | +31.1% | -78.2% | -39.1% |
| All | -47.1% | +29.2% | -76.4% | -39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling