+102.3%
INTC vs DLTR
+29.9%
+72.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.6% |
| 7D | +9.4% | -9.4% | +18.9% | +10.9% |
| 30D | +2.7% | -7.3% | +10.0% | +3.5% |
| 3M | -6.3% | +7.6% | -13.8% | -8.1% |
| 6M | +114.5% | +1.6% | +112.9% | +111.5% |
| YTD | +171.9% | -3.5% | +175.4% | +169.7% |
| 1Y | +305.0% | +20.0% | +285.0% | +283.0% |
| 3Y | +168.3% | +2.3% | +166.1% | +154.3% |
| 5Y | +102.3% | +31.5% | +70.8% | +101.0% |
| All | +102.3% | +29.9% | +72.4% | +101.0% |
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