+44.0%
DLTR vs PNR
-31.2%
+75.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.3% | +6.3% | +8.8% |
| 7D | +15.6% | +11.9% | +3.7% | +12.8% |
| 30D | +29.9% | +37.1% | -7.3% | +21.2% |
| 3M | +12.5% | +5.7% | +6.8% | +11.5% |
| 6M | +56.3% | -5.7% | +62.0% | +58.5% |
| YTD | +19.5% | -29.8% | +49.3% | +29.9% |
| 1Y | +44.0% | -31.8% | +75.8% | +60.8% |
| All | +44.0% | -31.2% | +75.2% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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