+61.7%
DDOG vs DLTR
+29.9%
+31.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | +3.2% | -9.4% | +12.7% | +5.0% |
| 30D | -10.2% | -7.3% | -2.8% | -9.2% |
| 3M | -2.6% | +7.6% | -10.2% | -4.5% |
| 6M | +80.1% | +1.6% | +78.6% | +77.5% |
| YTD | +63.0% | -3.5% | +66.6% | +61.7% |
| 1Y | +59.4% | +20.0% | +39.3% | +49.2% |
| 3Y | +127.0% | +2.3% | +124.8% | +114.3% |
| 5Y | +61.7% | +31.5% | +30.1% | +72.2% |
| All | +61.7% | +29.9% | +31.8% | +72.2% |
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 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