-4.6%
HD vs DLTR
+45.2%
-49.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +9.6% | -3.1% | +3.2% |
| 7D | +11.9% | +15.6% | -3.7% | +6.7% |
| 30D | +26.4% | +29.9% | -3.4% | +16.4% |
| 3M | +2.8% | +12.5% | -9.6% | -1.4% |
| 6M | +15.5% | +56.3% | -40.8% | 0.0% |
| YTD | +5.5% | +19.5% | -14.0% | -1.8% |
| 1Y | -4.6% | +44.0% | -48.6% | -20.3% |
| All | -4.6% | +45.2% | -49.8% | -20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling