+2,810.7%
ABT vs DLTR
+10,981.5%
-8,170.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.6% | +3.0% | -1.9% |
| 7D | -3.1% | -5.8% | +2.7% | -2.4% |
| 30D | -2.1% | -5.2% | +3.1% | -1.5% |
| 3M | +17.4% | +15.2% | +2.2% | +15.4% |
| 6M | -2.4% | +7.1% | -9.5% | -3.6% |
| YTD | -14.2% | +0.8% | -15.1% | -14.8% |
| 1Y | -18.3% | +24.8% | -43.1% | -21.0% |
| 3Y | +11.5% | +6.9% | +4.6% | +7.7% |
| 5Y | -9.9% | +33.2% | -43.1% | -16.4% |
| 10Y | +204.4% | +51.6% | +152.8% | +170.1% |
| All | +2,810.7% | +10,981.5% | -8,170.9% | +1,606.6% |
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