+10,513.3%
DLTR vs PEG
+2,098.2%
+8,415.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.8% |
| 7D | -5.8% | +1.0% | -6.9% | -6.1% |
| 30D | -5.2% | -1.9% | -3.4% | -4.8% |
| 3M | +15.2% | -3.7% | +18.9% | +16.4% |
| 6M | +7.1% | -9.4% | +16.6% | +9.9% |
| YTD | +0.8% | -6.0% | +6.8% | +2.2% |
| 1Y | +24.8% | -4.4% | +29.1% | +25.8% |
| 3Y | +6.9% | +33.5% | -26.6% | -2.9% |
| 5Y | +33.2% | +35.7% | -2.5% | +19.9% |
| 10Y | +51.6% | +140.4% | -88.8% | +16.3% |
| All | +10,513.3% | +2,098.2% | +8,415.1% | +4,224.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling