+3,921.5%
TER vs DLTR
+11,640.8%
-7,719.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.4% |
| 7D | +0.6% | +2.5% | -1.8% | -0.1% |
| 30D | -8.3% | +2.1% | -10.3% | -9.1% |
| 3M | -12.2% | +20.3% | -32.5% | -17.6% |
| 6M | +17.1% | +11.5% | +5.6% | +11.6% |
| YTD | +84.7% | +6.8% | +77.8% | +78.0% |
| 1Y | +199.9% | +31.1% | +168.8% | +171.5% |
| 3Y | +232.8% | +10.7% | +222.1% | +203.1% |
| 5Y | +198.6% | +41.6% | +157.0% | +144.8% |
| 10Y | +1,669.7% | +58.1% | +1,611.6% | +1,223.0% |
| All | +3,921.5% | +11,640.8% | -7,719.3% | +1,056.4% |
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 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