+43.4%
DLTR vs PODD
+223.0%
-179.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.2% |
| 7D | -10.1% | -10.5% | +0.4% | -8.9% |
| 30D | -8.1% | -9.0% | +0.9% | -7.1% |
| 3M | +2.9% | -11.5% | +14.4% | +4.0% |
| 6M | +4.3% | -44.7% | +49.1% | +11.1% |
| YTD | -3.9% | -53.6% | +49.6% | +4.2% |
| 1Y | +18.9% | -61.0% | +79.8% | +31.3% |
| 3Y | +1.9% | -24.7% | +26.6% | +2.4% |
| 5Y | +31.0% | -55.5% | +86.5% | +37.0% |
| All | +43.4% | +223.0% | -179.5% | +26.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling