+3,593.8%
INTC vs DLTR
+10,981.5%
-7,387.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -5.6% | +14.7% | +10.4% |
| 7D | +17.4% | -5.8% | +23.2% | +18.9% |
| 30D | +2.8% | -5.2% | +8.0% | +3.7% |
| 3M | -5.3% | +15.2% | -20.4% | -9.2% |
| 6M | +140.6% | +7.1% | +133.5% | +132.0% |
| YTD | +183.1% | +0.8% | +182.3% | +175.8% |
| 1Y | +326.8% | +24.8% | +302.0% | +292.3% |
| 3Y | +179.4% | +6.9% | +172.5% | +157.5% |
| 5Y | +111.7% | +33.2% | +78.5% | +78.3% |
| 10Y | +253.8% | +51.6% | +202.3% | +175.2% |
| All | +3,593.8% | +10,981.5% | -7,387.7% | +987.9% |
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