+26.1%
PAAS vs DLTR
+45.2%
-19.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +9.6% | -1.3% | +6.7% |
| 7D | -1.1% | +15.6% | -16.7% | -3.3% |
| 30D | -8.5% | +29.9% | -38.3% | -12.2% |
| 3M | -7.3% | +12.5% | -19.8% | -9.1% |
| 6M | -18.3% | +56.3% | -74.6% | -26.7% |
| YTD | -19.2% | +19.5% | -38.7% | -23.4% |
| 1Y | +26.1% | +44.0% | -17.9% | +13.9% |
| All | +26.1% | +45.2% | -19.1% | +13.9% |
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