+1,145.9%
DELL vs DLTR
+30.4%
+1,115.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.4% | +12.4% | +12.0% |
| 7D | +8.2% | -10.1% | +18.3% | +10.0% |
| 30D | +17.1% | -8.1% | +25.2% | +18.4% |
| 3M | +45.2% | +2.9% | +42.3% | +43.0% |
| 6M | +286.8% | +4.3% | +282.4% | +278.0% |
| YTD | +354.8% | -3.9% | +358.7% | +350.1% |
| 1Y | +358.3% | +18.9% | +339.4% | +332.7% |
| 3Y | +724.9% | +1.9% | +723.0% | +675.5% |
| All | +1,145.9% | +30.4% | +1,115.6% | +1,066.5% |
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 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