+33.9%
DLTR vs PRU
+20.9%
+12.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.8% |
| 7D | +5.3% | +3.6% | +1.7% | +3.2% |
| 30D | +13.4% | +8.9% | +4.5% | +9.6% |
| 3M | +6.6% | +0.2% | +6.4% | +6.1% |
| 6M | +59.1% | +23.7% | +35.3% | +47.1% |
| YTD | +12.3% | +13.7% | -1.5% | +7.1% |
| 1Y | +33.9% | +20.6% | +13.2% | +20.6% |
| All | +33.9% | +20.9% | +12.9% | +20.6% |
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