+1,476.4%
DLTR vs PRU
+806.6%
+669.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.5% |
| 7D | +2.5% | +1.9% | +0.6% | +2.0% |
| 30D | +2.1% | +2.7% | -0.7% | +1.5% |
| 3M | +20.3% | +19.5% | +0.8% | +15.8% |
| 6M | +11.5% | +26.6% | -15.1% | +5.9% |
| YTD | +6.8% | +12.3% | -5.5% | +3.9% |
| 1Y | +31.1% | +18.0% | +13.0% | +26.3% |
| 3Y | +10.7% | +47.0% | -36.3% | +1.3% |
| 5Y | +41.6% | +48.4% | -6.8% | +28.4% |
| 10Y | +58.1% | +142.4% | -84.3% | +25.2% |
| All | +1,476.4% | +806.6% | +669.8% | +378.7% |
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 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