+11,144.7%
DLTR vs PTC
+471.2%
+10,673.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.0% | +6.3% | +1.2% |
| 7D | +2.5% | -10.3% | +12.7% | +4.1% |
| 30D | +2.1% | +1.1% | +0.9% | +1.7% |
| 3M | +20.3% | +1.6% | +18.7% | +19.4% |
| 6M | +11.5% | -13.5% | +25.0% | +13.2% |
| YTD | +6.8% | -19.1% | +25.9% | +9.3% |
| 1Y | +31.1% | -33.9% | +65.0% | +38.3% |
| 3Y | +10.7% | -3.9% | +14.6% | +9.5% |
| 5Y | +41.6% | +6.0% | +35.6% | +36.7% |
| 10Y | +58.1% | +223.7% | -165.6% | +25.3% |
| All | +11,144.7% | +471.2% | +10,673.5% | +5,756.8% |
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