+1,072.2%
HPQ vs DLTR
+10,476.7%
-9,404.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.6% | +9.5% | +5.8% |
| 7D | +2.2% | -10.2% | +12.5% | +4.3% |
| 30D | +9.7% | -8.5% | +18.2% | +11.5% |
| 3M | +32.7% | +5.6% | +27.2% | +31.1% |
| 6M | +77.7% | +2.2% | +75.5% | +75.1% |
| YTD | +51.0% | -3.8% | +54.7% | +50.1% |
| 1Y | +18.4% | +22.9% | -4.5% | +12.0% |
| 3Y | +25.6% | +2.0% | +23.5% | +19.5% |
| 5Y | +38.6% | +29.8% | +8.8% | +23.2% |
| 10Y | +226.1% | +45.0% | +181.1% | +174.3% |
| All | +1,072.2% | +10,476.7% | -9,404.5% | +441.7% |
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