-68.9%
U vs DLTR
+29.9%
-98.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | 0.0% | -9.4% | +9.4% | +3.6% |
| 30D | -4.1% | -7.3% | +3.2% | -1.7% |
| 3M | +57.8% | +7.6% | +50.2% | +52.6% |
| 6M | +103.5% | +1.6% | +102.0% | +99.1% |
| YTD | -4.8% | -3.5% | -1.2% | -5.9% |
| 1Y | -2.4% | +20.0% | -22.4% | -12.3% |
| 3Y | +11.7% | +2.3% | +9.4% | +1.9% |
| 5Y | -68.9% | +31.5% | -100.4% | -67.4% |
| All | -68.9% | +29.9% | -98.7% | -67.4% |
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