+20.6%
ABNB vs DLTR
+12.1%
+8.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.6% | +1.5% | -2.8% |
| 7D | -4.4% | -5.8% | +1.4% | -3.1% |
| 30D | -2.0% | -5.2% | +3.3% | -0.8% |
| 3M | +29.8% | +15.2% | +14.7% | +25.8% |
| 6M | +31.0% | +7.1% | +23.9% | +28.1% |
| YTD | +28.6% | +0.8% | +27.8% | +26.9% |
| 1Y | +40.1% | +24.8% | +15.3% | +31.2% |
| 3Y | +19.7% | +6.9% | +12.8% | +13.8% |
| 5Y | +6.5% | +33.2% | -26.8% | +3.5% |
| All | +20.6% | +12.1% | +8.5% | +21.3% |
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