+12,882.1%
BLK vs DLTR
+1,234.6%
+11,647.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -3.3% | -10.1% | +6.8% | -1.2% |
| 30D | -6.5% | -8.1% | +1.6% | -5.0% |
| 3M | +6.7% | +2.9% | +3.9% | +5.8% |
| 6M | +14.7% | +4.3% | +10.4% | +12.4% |
| YTD | +2.5% | -3.9% | +6.5% | +2.0% |
| 1Y | -2.8% | +18.9% | -21.7% | -7.8% |
| 3Y | +65.9% | +1.9% | +63.9% | +57.4% |
| 5Y | +33.0% | +31.0% | +2.0% | +17.0% |
| 10Y | +281.2% | +44.8% | +236.4% | +216.6% |
| All | +12,882.1% | +1,234.6% | +11,647.5% | +6,497.0% |
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