-13.6%
IP vs DLTR
+12.1%
-25.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.3% | +3.7% | +2.0% |
| 7D | -0.3% | +5.3% | -5.6% | -1.5% |
| 30D | +7.9% | +13.4% | -5.5% | +4.8% |
| 3M | -15.3% | +6.6% | -21.9% | -16.8% |
| 6M | +10.5% | +59.1% | -48.6% | -0.6% |
| YTD | -9.4% | +12.3% | -21.6% | -12.6% |
| 1Y | -4.6% | +33.9% | -38.5% | -11.2% |
| 3Y | +21.2% | +23.0% | -1.8% | +11.8% |
| All | -13.6% | +12.1% | -25.7% | -19.6% |
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