+262,336.6%
AMZN vs DLTR
+2,935.4%
+259,401.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.6% | +5.0% | +1.1% |
| 7D | +0.8% | -5.8% | +6.6% | +2.6% |
| 30D | -6.4% | -5.2% | -1.1% | -5.0% |
| 3M | +4.8% | +15.2% | -10.4% | -0.1% |
| 6M | +20.5% | +7.1% | +13.4% | +16.1% |
| YTD | +11.3% | +0.8% | +10.5% | +8.8% |
| 1Y | +9.0% | +24.8% | -15.8% | -1.0% |
| 3Y | +85.9% | +6.9% | +79.0% | +67.8% |
| 5Y | +45.8% | +33.2% | +12.5% | +18.6% |
| 10Y | +555.5% | +51.6% | +503.9% | +365.2% |
| All | +262,336.6% | +2,935.4% | +259,401.1% | +34,703.4% |
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