+1,589.3%
DLTR vs PRU
+816.1%
+773.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.4% |
| 7D | +5.0% | +3.8% | +1.3% | +4.4% |
| 30D | +18.7% | +9.0% | +9.7% | +16.8% |
| 3M | +8.9% | +2.1% | +6.7% | +8.6% |
| 6M | +49.4% | +25.4% | +24.0% | +42.6% |
| YTD | +14.5% | +13.5% | +1.0% | +11.3% |
| 1Y | +32.5% | +21.3% | +11.2% | +27.2% |
| 3Y | +23.4% | +55.1% | -31.7% | +12.0% |
| 5Y | +26.2% | +43.6% | -17.4% | +15.4% |
| 10Y | +82.4% | +99.2% | -16.8% | +49.9% |
| All | +1,589.3% | +816.1% | +773.2% | +412.8% |
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