+4,782.6%
DELL vs DLTR
+24.7%
+4,757.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.6% | +4.8% | +1.2% |
| 7D | +8.7% | -10.2% | +19.0% | +11.1% |
| 30D | +16.9% | -8.5% | +25.4% | +18.7% |
| 3M | +40.4% | +5.6% | +34.9% | +37.3% |
| 6M | +267.1% | +2.2% | +264.9% | +259.1% |
| YTD | +329.1% | -3.8% | +332.9% | +324.1% |
| 1Y | +346.9% | +22.9% | +324.0% | +314.9% |
| 3Y | +696.6% | +2.0% | +694.6% | +647.4% |
| 5Y | +1,106.2% | +29.8% | +1,076.4% | +924.0% |
| 10Y | +4,177.7% | +45.0% | +4,132.7% | +3,340.4% |
| All | +4,782.6% | +24.7% | +4,757.9% | +3,908.0% |
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