+44.0%
DLTR vs PEG
-6.2%
+50.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.6% | +9.1% | +9.5% |
| 7D | +15.6% | +1.0% | +14.5% | +15.4% |
| 30D | +29.9% | +6.6% | +23.3% | +28.4% |
| 3M | +12.5% | -3.1% | +15.6% | +12.6% |
| 6M | +56.3% | -7.4% | +63.7% | +57.6% |
| YTD | +19.5% | -6.4% | +25.9% | +21.4% |
| 1Y | +44.0% | -7.4% | +51.5% | +46.6% |
| All | +44.0% | -6.2% | +50.2% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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