+3,093.7%
SO vs DLTR
+11,640.8%
-8,547.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | -0.2% | +2.5% | -2.6% | -0.3% |
| 30D | -4.6% | +2.1% | -6.6% | -4.7% |
| 3M | -3.0% | +20.3% | -23.3% | -4.3% |
| 6M | -8.3% | +11.5% | -19.8% | -9.2% |
| YTD | +3.5% | +6.8% | -3.3% | +2.7% |
| 1Y | -0.9% | +31.1% | -32.0% | -3.3% |
| 3Y | +45.4% | +10.7% | +34.7% | +41.9% |
| 5Y | +59.6% | +41.6% | +18.0% | +51.7% |
| 10Y | +156.6% | +58.1% | +98.5% | +139.0% |
| All | +3,093.7% | +11,640.8% | -8,547.1% | +2,380.7% |
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