+32.4%
DLTR vs PEG
+36.3%
-3.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -10.1% | -0.9% | -9.2% | -9.8% |
| 30D | -8.1% | -3.7% | -4.4% | -7.0% |
| 3M | +2.9% | -7.3% | +10.1% | +5.3% |
| 6M | +4.3% | -10.5% | +14.8% | +7.8% |
| YTD | -3.9% | -7.5% | +3.6% | -1.9% |
| 1Y | +18.9% | -8.7% | +27.6% | +21.8% |
| 3Y | +1.9% | +31.4% | -29.4% | -11.3% |
| All | +32.4% | +36.3% | -3.9% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling