+810.1%
DLTR vs PODD
+736.9%
+73.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.5% | -2.1% | -5.3% |
| 7D | -5.8% | -4.1% | -1.7% | -5.4% |
| 30D | -5.2% | +0.8% | -6.0% | -5.3% |
| 3M | +15.2% | -6.1% | +21.3% | +15.6% |
| 6M | +7.1% | -40.0% | +47.1% | +12.0% |
| YTD | +0.8% | -49.9% | +50.8% | +7.2% |
| 1Y | +24.8% | -59.3% | +84.1% | +35.1% |
| 3Y | +6.9% | -17.2% | +24.2% | +6.5% |
| 5Y | +33.2% | -53.0% | +86.2% | +38.0% |
| 10Y | +51.6% | +226.1% | -174.5% | +28.0% |
| All | +810.1% | +736.9% | +73.1% | +519.0% |
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 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