+31.2%
DLTR vs PODD
-54.5%
+85.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.1% | -1.5% | -4.1% |
| 7D | -10.2% | -6.9% | -3.4% | -9.3% |
| 30D | -8.5% | -3.5% | -5.0% | -8.0% |
| 3M | +5.6% | -13.6% | +19.2% | +7.3% |
| 6M | +2.2% | -42.6% | +44.8% | +9.8% |
| YTD | -3.8% | -51.5% | +47.7% | +5.8% |
| 1Y | +22.9% | -60.9% | +83.8% | +39.0% |
| 3Y | +2.0% | -19.8% | +21.8% | +0.7% |
| All | +31.2% | -54.5% | +85.8% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling