+20,898.5%
AMAT vs DLTR
+11,640.8%
+9,257.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +4.2% |
| 7D | -1.5% | +2.5% | -4.0% | -2.2% |
| 30D | -14.8% | +2.1% | -16.9% | -15.4% |
| 3M | -9.3% | +20.3% | -29.5% | -14.2% |
| 6M | +27.4% | +11.5% | +15.9% | +21.5% |
| YTD | +77.6% | +6.8% | +70.7% | +70.9% |
| 1Y | +188.9% | +31.1% | +157.9% | +162.2% |
| 3Y | +202.3% | +10.7% | +191.6% | +175.4% |
| 5Y | +248.9% | +41.6% | +207.3% | +188.8% |
| 10Y | +1,585.2% | +58.1% | +1,527.1% | +1,203.5% |
| All | +20,898.5% | +11,640.8% | +9,257.7% | +6,839.9% |
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 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