+12,127.0%
DLTR vs PTC
+694.5%
+11,432.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | -2.8% | +0.5% | -3.3% | -2.9% |
| 30D | +21.5% | +0.9% | +20.6% | +21.3% |
| 3M | +11.6% | +30.4% | -18.8% | +6.3% |
| 6M | +58.7% | +34.4% | +24.3% | +49.9% |
| YTD | +16.2% | +12.6% | +3.6% | +12.4% |
| 1Y | +34.8% | +10.2% | +24.6% | +30.8% |
| 3Y | +25.3% | +29.4% | -4.1% | +17.7% |
| 5Y | +25.8% | +63.7% | -37.9% | +13.1% |
| 10Y | +83.7% | +316.9% | -233.2% | +39.2% |
| All | +12,127.0% | +694.5% | +11,432.5% | +5,918.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling