-62.3%
W vs DLTR
+27.2%
-89.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.6% | +4.7% | +2.8% |
| 7D | +5.9% | -10.2% | +16.2% | +12.5% |
| 30D | -3.0% | -8.5% | +5.4% | +1.5% |
| 3M | +40.3% | +5.6% | +34.8% | +35.4% |
| 6M | +32.2% | +2.2% | +30.0% | +27.8% |
| YTD | -0.3% | -3.8% | +3.5% | -0.6% |
| 1Y | +16.2% | +22.9% | -6.8% | -1.2% |
| 3Y | +40.7% | +2.0% | +38.7% | +26.4% |
| 5Y | -62.3% | +29.8% | -92.2% | -60.2% |
| All | -62.3% | +27.2% | -89.5% | -60.2% |
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