+44.0%
DLTR vs PODD
-48.3%
+92.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +6.6% | +3.1% | +8.6% |
| 7D | +15.6% | +10.8% | +4.8% | +13.8% |
| 30D | +29.9% | +21.7% | +8.2% | +26.3% |
| 3M | +12.5% | -1.1% | +13.5% | +12.0% |
| 6M | +56.3% | -3.7% | +60.0% | +55.7% |
| YTD | +19.5% | -41.9% | +61.4% | +22.8% |
| 1Y | +44.0% | -48.5% | +92.5% | +47.2% |
| All | +44.0% | -48.3% | +92.4% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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