+2,740.6%
AMD vs DLTR
+11,640.8%
-8,900.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.3% | +4.4% | +4.6% |
| 7D | +2.6% | +2.5% | +0.1% | +1.8% |
| 30D | -0.9% | +2.1% | -3.0% | -1.7% |
| 3M | -8.7% | +20.3% | -29.0% | -13.8% |
| 6M | +136.3% | +11.5% | +124.8% | +125.9% |
| YTD | +123.0% | +6.8% | +116.2% | +114.9% |
| 1Y | +195.2% | +31.1% | +164.1% | +167.3% |
| 3Y | +336.3% | +10.7% | +325.7% | +296.3% |
| 5Y | +334.5% | +41.6% | +292.9% | +257.4% |
| 10Y | +6,259.1% | +58.1% | +6,201.0% | +4,682.8% |
| All | +2,740.6% | +11,640.8% | -8,900.3% | +779.5% |
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