+291.1%
P vs DLTR
+34.4%
+256.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.6% | +7.3% | +2.2% |
| 7D | +7.8% | -5.8% | +13.7% | +8.5% |
| 30D | +12.3% | -5.2% | +17.6% | +12.8% |
| 3M | +37.1% | +15.2% | +21.9% | +34.2% |
| 6M | +66.1% | +7.1% | +59.0% | +63.9% |
| YTD | +50.9% | +0.8% | +50.1% | +50.3% |
| 1Y | +27.2% | +24.8% | +2.4% | +21.1% |
| 3Y | +158.7% | +6.9% | +151.8% | +145.7% |
| 5Y | +291.1% | +33.2% | +257.9% | +295.9% |
| All | +291.1% | +34.4% | +256.7% | +295.9% |
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