+25.9%
JBL vs DLTR
+3.4%
+22.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.2% | -0.6% |
| 7D | +4.0% | -10.2% | +14.3% | +3.4% |
| 30D | -7.5% | -8.5% | +1.0% | -7.9% |
| 3M | -14.1% | +5.6% | -19.6% | -14.9% |
| 6M | +25.9% | +2.2% | +23.7% | +30.7% |
| All | +25.9% | +3.4% | +22.5% | +30.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling