+3,135.5%
AZN vs DLTR
+10,500.9%
-7,365.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -3.1% | -9.4% | +6.3% | -2.2% |
| 30D | +0.6% | -7.3% | +7.9% | +1.2% |
| 3M | -10.8% | +7.6% | -18.4% | -11.5% |
| 6M | -18.1% | +1.6% | -19.7% | -18.6% |
| YTD | -12.3% | -3.5% | -8.7% | -12.4% |
| 1Y | -0.2% | +20.0% | -20.2% | -2.5% |
| 3Y | +23.4% | +2.3% | +21.1% | +20.4% |
| 5Y | +56.4% | +31.5% | +24.8% | +46.8% |
| 10Y | +225.7% | +45.4% | +180.3% | +195.6% |
| All | +3,135.5% | +10,500.9% | -7,365.4% | +1,927.5% |
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