+801.4%
DIS vs DLTR
+12,159.9%
-11,358.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +1.2% |
| 7D | +5.3% | -1.0% | +6.3% | +5.4% |
| 30D | +10.2% | +15.7% | -5.4% | +7.1% |
| 3M | +13.5% | +4.8% | +8.7% | +12.2% |
| 6M | +11.1% | +45.6% | -34.5% | +2.7% |
| YTD | +5.5% | +11.6% | -6.1% | +2.0% |
| 1Y | +9.1% | +29.8% | -20.7% | +2.4% |
| 3Y | +36.0% | +20.8% | +15.2% | +25.5% |
| 5Y | -29.8% | +23.5% | -53.3% | -36.6% |
| 10Y | +36.6% | +80.5% | -43.9% | +10.5% |
| All | +801.4% | +12,159.9% | -11,358.5% | +305.9% |
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