+364.8%
HBAN vs DLTR
+10,457.1%
-10,092.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -1.0% | -10.1% | +9.1% | +1.0% |
| 30D | -5.6% | -8.1% | +2.5% | -4.2% |
| 3M | -1.1% | +2.9% | -4.0% | -2.0% |
| 6M | +9.9% | +4.3% | +5.5% | +8.0% |
| YTD | -0.9% | -3.9% | +3.0% | -1.2% |
| 1Y | -1.4% | +18.9% | -20.3% | -5.8% |
| 3Y | +78.2% | +1.9% | +76.3% | +70.7% |
| 5Y | +37.0% | +31.0% | +6.0% | +22.4% |
| 10Y | +158.9% | +44.8% | +114.1% | +120.0% |
| All | +364.8% | +10,457.1% | -10,092.3% | +126.8% |
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