+10,029.9%
DLTR vs SONY
+520.4%
+9,509.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.5% |
| 7D | -10.2% | -4.9% | -5.3% | -9.2% |
| 30D | -8.5% | -1.6% | -6.9% | -8.1% |
| 3M | +5.6% | +10.0% | -4.4% | +3.2% |
| 6M | +2.2% | +8.4% | -6.2% | -0.2% |
| YTD | -3.8% | -8.4% | +4.7% | -2.4% |
| 1Y | +22.9% | -18.4% | +41.3% | +27.7% |
| 3Y | +2.0% | +41.0% | -38.9% | -7.8% |
| 5Y | +29.8% | +9.3% | +20.5% | +22.3% |
| 10Y | +45.0% | +281.7% | -236.7% | -0.2% |
| All | +10,029.9% | +520.4% | +9,509.4% | +5,687.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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