+1,118.6%
ABBV vs DLTR
+202.0%
+916.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.6% | +2.6% | -2.2% |
| 7D | -4.3% | -5.8% | +1.5% | -3.5% |
| 30D | +1.1% | -5.2% | +6.4% | +1.9% |
| 3M | +12.3% | +15.2% | -2.9% | +9.8% |
| 6M | +9.8% | +7.1% | +2.7% | +8.1% |
| YTD | +11.5% | +0.8% | +10.6% | +10.4% |
| 1Y | +22.3% | +24.8% | -2.5% | +16.8% |
| 3Y | +85.2% | +6.9% | +78.3% | +77.3% |
| 5Y | +170.8% | +33.2% | +137.6% | +138.6% |
| 10Y | +485.4% | +51.6% | +433.9% | +372.9% |
| All | +1,118.6% | +202.0% | +916.5% | +718.4% |
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