+199.7%
IP vs DLTR
+12,481.5%
-12,281.8%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -1.6% |
| 7D | 0.0% | +5.0% | -5.0% | -1.0% |
| 30D | +9.4% | +18.7% | -9.3% | +5.8% |
| 3M | -14.1% | +8.9% | -22.9% | -15.6% |
| 6M | +9.2% | +49.4% | -40.3% | +0.7% |
| YTD | -7.5% | +14.5% | -22.0% | -10.5% |
| 1Y | -2.8% | +32.5% | -35.3% | -8.5% |
| 3Y | +21.2% | +23.4% | -2.2% | +12.5% |
| 5Y | -11.5% | +26.2% | -37.7% | -19.8% |
| 10Y | +23.7% | +82.4% | -58.7% | +1.9% |
| All | +199.7% | +12,481.5% | -12,281.8% | +46.7% |
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