-4.3%
XRT vs DLTR
+23.8%
-28.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.5% |
| 7D | -0.4% | +2.4% | -2.9% | -1.2% |
| 30D | +7.5% | +21.5% | -14.0% | +1.1% |
| 3M | +2.3% | +9.8% | -7.5% | -0.9% |
| 6M | +12.8% | +58.6% | -45.8% | -3.2% |
| YTD | +7.1% | +14.8% | -7.8% | +0.9% |
| 1Y | +12.3% | +33.0% | -20.8% | +0.7% |
| 3Y | +57.0% | +23.8% | +33.2% | +39.4% |
| 5Y | -4.3% | +24.9% | -29.2% | -12.7% |
| All | -4.3% | +23.8% | -28.1% | -12.7% |
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