+33.0%
BLK vs DLTR
+30.4%
+2.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -3.3% | -10.1% | +6.8% | -1.6% |
| 30D | -6.5% | -8.1% | +1.6% | -5.3% |
| 3M | +6.7% | +2.9% | +3.9% | +6.0% |
| 6M | +14.7% | +4.3% | +10.4% | +13.1% |
| YTD | +2.5% | -3.9% | +6.5% | +2.4% |
| 1Y | -2.8% | +18.9% | -21.7% | -7.0% |
| 3Y | +65.9% | +1.9% | +63.9% | +60.4% |
| All | +33.0% | +30.4% | +2.6% | +32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling