+28.8%
DLTR vs PRU
+18.6%
+10.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.2% | -3.5% | -4.7% |
| 7D | -5.8% | +1.9% | -7.7% | -6.5% |
| 30D | -5.2% | -0.4% | -4.8% | -5.0% |
| 3M | +15.2% | +16.4% | -1.2% | +8.5% |
| 6M | +7.1% | +26.0% | -18.9% | -3.2% |
| YTD | +0.8% | +9.9% | -9.1% | -2.3% |
| All | +28.8% | +18.6% | +10.2% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 1y: compounded portfolio wealth divided by compounded PRU 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…
1y analysis · Full analysis span regression · 6 months rolling