+18.9%
DLTR vs PTC
-36.4%
+55.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.6% |
| 7D | -10.1% | -7.3% | -2.8% | -9.3% |
| 30D | -8.1% | -11.6% | +3.5% | -7.1% |
| 3M | +2.9% | +10.5% | -7.6% | +1.4% |
| 6M | +4.3% | -17.8% | +22.2% | +5.7% |
| YTD | -3.9% | -24.9% | +21.0% | +1.6% |
| 1Y | +18.9% | -36.8% | +55.7% | +35.0% |
| All | +18.9% | -36.4% | +55.3% | +35.0% |
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