+1,518.7%
GE vs DLTR
+11,640.8%
-10,122.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -1.6% | +2.5% | -4.1% | -2.1% |
| 30D | -11.6% | +2.1% | -13.6% | -12.0% |
| 3M | +3.0% | +20.3% | -17.3% | -1.1% |
| 6M | -0.5% | +11.5% | -12.0% | -3.5% |
| YTD | +9.7% | +6.8% | +2.9% | +7.3% |
| 1Y | +20.0% | +31.1% | -11.1% | +12.1% |
| 3Y | +275.8% | +10.7% | +265.2% | +250.5% |
| 5Y | +429.1% | +41.6% | +387.5% | +354.8% |
| 10Y | +151.2% | +58.1% | +93.0% | +104.0% |
| All | +1,518.7% | +11,640.8% | -10,122.1% | +548.2% |
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