+10,053.0%
DLTR vs PPG
+1,134.1%
+8,918.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +1.0% |
| 7D | -9.4% | -5.1% | -4.3% | -7.5% |
| 30D | -7.3% | -9.6% | +2.2% | -3.6% |
| 3M | +7.6% | -6.4% | +14.0% | +10.1% |
| 6M | +1.6% | +0.5% | +1.1% | +0.7% |
| YTD | -3.5% | +4.4% | -8.0% | -6.1% |
| 1Y | +20.0% | -0.9% | +20.9% | +19.2% |
| 3Y | +2.3% | -17.0% | +19.2% | +7.9% |
| 5Y | +31.5% | -23.7% | +55.2% | +40.2% |
| 10Y | +45.4% | +25.9% | +19.5% | +22.3% |
| All | +10,053.0% | +1,134.1% | +8,918.8% | +3,858.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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