+10,011.0%
DLTR vs TROW
+5,721.8%
+4,289.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.1% |
| 7D | -10.1% | -3.2% | -6.9% | -9.2% |
| 30D | -8.1% | -4.6% | -3.5% | -6.8% |
| 3M | +2.9% | -0.7% | +3.5% | +2.9% |
| 6M | +4.3% | +22.2% | -17.9% | -2.2% |
| YTD | -3.9% | +6.6% | -10.6% | -6.4% |
| 1Y | +18.9% | +5.8% | +13.1% | +16.1% |
| 3Y | +1.9% | +11.6% | -9.7% | -3.0% |
| 5Y | +31.0% | -38.9% | +69.9% | +45.6% |
| 10Y | +44.8% | +128.5% | -83.8% | +4.9% |
| All | +10,011.0% | +5,721.8% | +4,289.2% | +2,235.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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