+84.5%
AAPL vs DLTR
+1.8%
+82.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.3% | +3.5% |
| 7D | -0.5% | -9.4% | +8.9% | +0.5% |
| 30D | +7.1% | -7.3% | +14.4% | +7.9% |
| 3M | +12.1% | +7.6% | +4.5% | +11.3% |
| 6M | +25.4% | +1.6% | +23.9% | +25.0% |
| YTD | +20.5% | -3.5% | +24.0% | +20.4% |
| 1Y | +44.5% | +20.0% | +24.5% | +41.0% |
| All | +84.5% | +1.8% | +82.7% | +76.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling