+33.9%
DLTR vs PTC
+10.7%
+23.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.1% | -2.2% |
| 7D | +5.3% | +0.5% | +4.8% | +5.3% |
| 30D | +13.4% | +1.2% | +12.2% | +13.3% |
| 3M | +6.6% | +27.4% | -20.8% | +4.1% |
| 6M | +59.1% | +39.2% | +19.9% | +51.6% |
| YTD | +12.3% | +12.5% | -0.3% | +11.9% |
| 1Y | +33.9% | +12.3% | +21.6% | +33.7% |
| All | +33.9% | +10.7% | +23.1% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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