+1,473.1%
DLTR vs PRU
+785.9%
+687.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.6% | -2.3% | -4.4% |
| 7D | -2.0% | +2.4% | -4.4% | -2.4% |
| 30D | +12.8% | +6.1% | +6.6% | +11.6% |
| 3M | +1.1% | -0.7% | +1.9% | +1.4% |
| 6M | +35.9% | +22.1% | +13.8% | +30.3% |
| YTD | +6.6% | +9.8% | -3.2% | +4.4% |
| 1Y | +28.6% | +19.4% | +9.3% | +23.8% |
| 3Y | +14.0% | +50.4% | -36.3% | +4.1% |
| 5Y | +19.2% | +37.2% | -17.9% | +10.1% |
| 10Y | +78.1% | +119.5% | -41.4% | +43.9% |
| All | +1,473.1% | +785.9% | +687.1% | +380.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling