+9.7%
AMZN vs DLTR
+29.2%
-19.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.2% |
| 7D | -3.0% | +2.5% | -5.4% | -3.2% |
| 30D | -5.2% | +2.1% | -7.3% | -5.4% |
| 3M | +1.9% | +20.3% | -18.4% | +0.1% |
| 6M | +19.2% | +11.5% | +7.7% | +17.8% |
| YTD | +12.0% | +6.8% | +5.2% | +11.3% |
| 1Y | +9.7% | +31.1% | -21.4% | +0.6% |
| All | +9.7% | +29.2% | -19.6% | +0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling