+29.8%
DLTR vs PTC
-0.9%
+30.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.3% | -1.3% | -3.9% |
| 7D | -10.2% | -13.6% | +3.3% | -7.5% |
| 30D | -8.5% | -14.7% | +6.2% | -5.6% |
| 3M | +5.6% | -5.9% | +11.5% | +6.1% |
| 6M | +2.2% | -21.1% | +23.3% | +6.6% |
| YTD | -3.8% | -26.0% | +22.3% | +1.7% |
| 1Y | +22.9% | -36.8% | +59.8% | +34.9% |
| 3Y | +2.0% | -10.3% | +12.3% | +0.3% |
| 5Y | +29.8% | +1.2% | +28.6% | +24.1% |
| All | +29.8% | -0.9% | +30.8% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling