+2.3%
DLTR vs PODD
-23.0%
+25.3%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.6% | +0.5% |
| 7D | -9.4% | -10.6% | +1.1% | -8.2% |
| 30D | -7.3% | -6.9% | -0.4% | -6.5% |
| 3M | +7.6% | -10.6% | +18.2% | +8.7% |
| 6M | +1.6% | -43.5% | +45.0% | +7.7% |
| YTD | -3.5% | -52.6% | +49.1% | +4.0% |
| 1Y | +20.0% | -60.1% | +80.1% | +31.5% |
| All | +2.3% | -23.0% | +25.3% | -1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling