+5,702.8%
HD vs DLTR
+11,640.8%
-5,938.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.9% |
| 7D | -2.1% | +2.5% | -4.5% | -2.7% |
| 30D | -8.4% | +2.1% | -10.5% | -9.0% |
| 3M | +4.3% | +20.3% | -15.9% | -0.9% |
| 6M | -11.1% | +11.5% | -22.6% | -14.5% |
| YTD | -4.7% | +6.8% | -11.5% | -7.4% |
| 1Y | -19.8% | +31.1% | -50.9% | -26.6% |
| 3Y | +4.1% | +10.7% | -6.6% | -4.6% |
| 5Y | +10.3% | +41.6% | -31.3% | -8.5% |
| 10Y | +203.2% | +58.1% | +145.0% | +132.4% |
| All | +5,702.8% | +11,640.8% | -5,938.0% | +1,552.2% |
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