-7.5%
ASML vs DLTR
+37.1%
-44.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.9% | +9.9% | +4.4% |
| 7D | -9.0% | -2.0% | -7.0% | -8.7% |
| 30D | -21.0% | +12.8% | -33.7% | -19.2% |
| 3M | -16.3% | +1.1% | -17.4% | -15.0% |
| 6M | -7.5% | +35.9% | -43.4% | -6.2% |
| All | -7.5% | +37.1% | -44.6% | -6.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling