+913.1%
DLTR vs PODD
+796.9%
+116.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.5% |
| 7D | +5.3% | +4.1% | +1.2% | +4.9% |
| 30D | +13.4% | +13.9% | -0.4% | +12.0% |
| 3M | +6.6% | +4.1% | +2.5% | +6.2% |
| 6M | +59.1% | +2.4% | +56.6% | +58.2% |
| YTD | +12.3% | -46.4% | +58.6% | +18.5% |
| 1Y | +33.9% | -54.2% | +88.0% | +43.4% |
| 3Y | +23.0% | -6.9% | +29.9% | +21.4% |
| 5Y | +22.1% | -51.6% | +73.7% | +26.1% |
| 10Y | +77.5% | +329.3% | -251.8% | +46.5% |
| All | +913.1% | +796.9% | +116.1% | +584.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling