+319.1%
DELL vs DLTR
+29.2%
+289.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +14.9% | +2.5% | +12.4% | +14.9% |
| 30D | +13.3% | +2.1% | +11.2% | +13.2% |
| 3M | +24.4% | +20.3% | +4.1% | +22.0% |
| 6M | +258.0% | +11.5% | +246.5% | +249.2% |
| YTD | +320.2% | +6.8% | +313.4% | +310.5% |
| 1Y | +319.1% | +31.1% | +288.0% | +290.8% |
| All | +319.1% | +29.2% | +289.8% | +290.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling