+19.5%
IP vs DLTR
+24.3%
-4.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -0.9% | -1.8% |
| 7D | -0.9% | +2.4% | -3.3% | -1.5% |
| 30D | +6.7% | +21.5% | -14.8% | +1.8% |
| 3M | -16.6% | +9.8% | -26.4% | -18.6% |
| 6M | +6.0% | +58.6% | -52.7% | -4.9% |
| YTD | -10.7% | +14.8% | -25.5% | -14.4% |
| 1Y | -6.7% | +33.0% | -39.7% | -13.1% |
| All | +19.5% | +24.3% | -4.7% | -1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling