+239.7%
PAAS vs DLTR
+45.2%
+194.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.6% | +8.3% | +4.4% |
| 7D | +2.6% | -10.2% | +12.9% | +4.3% |
| 30D | +2.5% | -8.5% | +11.0% | +3.7% |
| 3M | +15.1% | +5.6% | +9.5% | +13.6% |
| 6M | -12.1% | +2.2% | -14.3% | -13.0% |
| YTD | +3.1% | -3.8% | +6.8% | +2.6% |
| 1Y | +50.8% | +22.9% | +27.9% | +44.3% |
| 3Y | +259.5% | +2.0% | +257.4% | +245.7% |
| 5Y | +126.3% | +29.8% | +96.5% | +108.7% |
| 10Y | +239.7% | +45.0% | +194.7% | +214.5% |
| All | +239.7% | +45.2% | +194.5% | +214.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling