+7.0%
WMT vs DLTR
+29.2%
-22.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | +3.9% | +2.5% | +1.5% | +3.5% |
| 30D | -4.4% | +2.1% | -6.5% | -4.6% |
| 3M | -8.8% | +20.3% | -29.1% | -10.7% |
| 6M | -15.6% | +11.5% | -27.2% | -15.9% |
| YTD | -3.2% | +6.8% | -10.1% | -3.0% |
| 1Y | +7.0% | +31.1% | -24.0% | +4.6% |
| All | +7.0% | +29.2% | -22.2% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling