+10,897.4%
WDC vs DLTR
+10,981.5%
-84.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.6% | +7.8% | +3.6% |
| 7D | +6.0% | -5.8% | +11.8% | +7.6% |
| 30D | +9.9% | -5.2% | +15.2% | +11.1% |
| 3M | -9.4% | +15.2% | -24.6% | -14.0% |
| 6M | +94.7% | +7.1% | +87.6% | +86.5% |
| YTD | +177.4% | +0.8% | +176.5% | +170.1% |
| 1Y | +412.6% | +24.8% | +387.8% | +369.2% |
| 3Y | +1,359.8% | +6.9% | +1,352.9% | +1,236.4% |
| 5Y | +992.6% | +33.2% | +959.3% | +810.3% |
| 10Y | +1,245.5% | +51.6% | +1,193.9% | +942.3% |
| All | +10,897.4% | +10,981.5% | -84.1% | +3,306.5% |
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