-2.3%
SW vs DLTR
+23.7%
-26.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | -0.7% |
| 7D | +1.8% | -1.0% | +2.8% | +1.9% |
| 30D | +7.0% | +15.7% | -8.6% | +3.8% |
| 3M | -7.6% | +4.8% | -12.5% | -8.8% |
| 6M | +8.5% | +45.6% | -37.1% | +0.4% |
| YTD | +17.7% | +11.6% | +6.1% | +14.0% |
| 1Y | +27.1% | +29.8% | -2.7% | +20.1% |
| 3Y | +48.2% | +20.8% | +27.4% | +37.4% |
| 5Y | -2.3% | +23.5% | -25.8% | -5.4% |
| All | -2.3% | +23.7% | -26.1% | -5.4% |
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