+51.0%
HPQ vs DLTR
+30.4%
+20.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.4% | +8.8% | +8.5% |
| 7D | +9.8% | -10.1% | +19.8% | +11.7% |
| 30D | +22.4% | -8.1% | +30.5% | +24.0% |
| 3M | +45.2% | +2.9% | +42.3% | +44.2% |
| 6M | +96.4% | +4.3% | +92.1% | +93.6% |
| YTD | +65.4% | -3.9% | +69.3% | +65.1% |
| 1Y | +31.6% | +18.9% | +12.7% | +25.6% |
| 3Y | +37.0% | +1.9% | +35.1% | +30.2% |
| All | +51.0% | +30.4% | +20.6% | +57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling