+513.3%
XRT vs DLTR
+1,415.8%
-902.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +0.8% | +2.5% | -1.7% | -0.2% |
| 30D | -4.2% | +2.1% | -6.3% | -5.0% |
| 3M | +5.1% | +20.3% | -15.2% | -2.4% |
| 6M | +2.4% | +11.5% | -9.1% | -3.3% |
| YTD | +3.2% | +6.8% | -3.6% | -1.3% |
| 1Y | +1.5% | +31.1% | -29.6% | -10.8% |
| 3Y | +40.6% | +10.7% | +29.9% | +25.0% |
| 5Y | -1.0% | +41.6% | -42.6% | -23.9% |
| 10Y | +128.4% | +58.1% | +70.3% | +51.2% |
| All | +513.3% | +1,415.8% | -902.5% | +19.1% |
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