+76.0%
HPQ vs DLTR
+3.4%
+72.6%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.6% | +8.5% | +4.1% |
| 7D | +1.3% | -10.2% | +11.5% | +1.8% |
| 30D | +8.7% | -8.5% | +17.2% | +9.2% |
| 3M | +31.5% | +5.6% | +25.9% | +32.2% |
| 6M | +76.0% | +2.2% | +73.8% | +77.4% |
| All | +76.0% | +3.4% | +72.6% | +77.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling