+48.6%
JBL vs DLTR
+19.1%
+29.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.5% | +5.1% |
| 7D | +2.4% | -10.1% | +12.5% | +3.1% |
| 30D | -13.1% | -8.1% | -5.0% | -12.7% |
| 3M | -15.6% | +2.9% | -18.4% | -16.6% |
| 6M | +24.6% | +4.3% | +20.2% | +23.7% |
| YTD | +39.6% | -3.9% | +43.5% | +41.7% |
| 1Y | +48.6% | +18.9% | +29.7% | +39.0% |
| All | +48.6% | +19.1% | +29.5% | +39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling