-0.3%
SPOT vs DLTR
+45.2%
-45.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +9.6% | -5.0% | +3.0% |
| 7D | +16.6% | +15.6% | +1.0% | +13.8% |
| 30D | +29.9% | +29.9% | +0.1% | +25.0% |
| 3M | +31.3% | +12.5% | +18.8% | +28.4% |
| 6M | +43.2% | +56.3% | -13.1% | +35.5% |
| YTD | +8.1% | +19.5% | -11.4% | +2.6% |
| 1Y | -0.3% | +44.0% | -44.3% | -6.7% |
| All | -0.3% | +45.2% | -45.5% | -6.7% |
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 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