+1,380.6%
DUK vs DLTR
+10,457.1%
-9,076.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.1% |
| 7D | -0.7% | -10.1% | +9.4% | +0.3% |
| 30D | -2.4% | -8.1% | +5.7% | -1.7% |
| 3M | -3.0% | +2.9% | -5.9% | -3.4% |
| 6M | -6.6% | +4.3% | -10.9% | -7.4% |
| YTD | +4.6% | -3.9% | +8.5% | +4.3% |
| 1Y | +1.2% | +18.9% | -17.7% | -1.3% |
| 3Y | +45.7% | +1.9% | +43.8% | +41.8% |
| 5Y | +40.3% | +31.0% | +9.3% | +31.3% |
| 10Y | +129.9% | +44.8% | +85.1% | +108.8% |
| All | +1,380.6% | +10,457.1% | -9,076.5% | +878.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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