+67.1%
DLTR vs PLTD
-77.2%
+144.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.4% | -4.9% | -4.5% |
| 7D | -10.2% | -0.9% | -9.3% | -10.3% |
| 30D | -8.5% | +1.3% | -9.8% | -8.3% |
| 3M | +5.6% | -32.9% | +38.4% | +2.6% |
| 6M | +2.2% | -24.9% | +27.1% | +0.5% |
| YTD | -3.8% | -18.2% | +14.5% | -4.5% |
| 1Y | +22.9% | -28.7% | +51.6% | +21.3% |
| All | +67.1% | -77.2% | +144.4% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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