+13,164.2%
GOOG vs DLTR
+1,373.1%
+11,791.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.6% | +2.5% | -1.1% |
| 7D | -1.6% | -10.2% | +8.7% | +0.6% |
| 30D | -7.7% | -8.5% | +0.8% | -6.1% |
| 3M | -9.3% | +5.6% | -14.9% | -10.6% |
| 6M | +7.4% | +2.2% | +5.3% | +5.9% |
| YTD | +4.9% | -3.8% | +8.6% | +4.3% |
| 1Y | +37.2% | +22.9% | +14.3% | +28.9% |
| 3Y | +141.6% | +2.0% | +139.6% | +127.2% |
| 5Y | +128.8% | +29.8% | +98.9% | +95.8% |
| 10Y | +772.7% | +45.0% | +727.7% | +580.8% |
| All | +13,164.2% | +1,373.1% | +11,791.1% | +4,772.3% |
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