+2,710.9%
TER vs DLTR
+12,235.8%
-9,524.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.3% | -3.1% | -4.8% |
| 7D | +14.4% | +5.3% | +9.1% | +12.9% |
| 30D | -30.6% | +13.4% | -44.0% | -33.4% |
| 3M | -39.2% | +6.6% | -45.8% | -41.1% |
| 6M | -31.3% | +59.1% | -90.4% | -41.5% |
| YTD | +29.1% | +12.3% | +16.8% | +21.3% |
| 1Y | +47.4% | +33.9% | +13.6% | +31.5% |
| 3Y | +191.2% | +23.0% | +168.2% | +154.8% |
| 5Y | +74.0% | +22.1% | +51.9% | +48.4% |
| 10Y | +1,005.1% | +77.5% | +927.6% | +691.4% |
| All | +2,710.9% | +12,235.8% | -9,524.9% | +688.3% |
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