+212.2%
PAAS vs DLTR
+85.5%
+126.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.8% | -1.6% |
| 7D | -5.2% | -2.8% | -2.4% | -4.9% |
| 30D | -13.9% | +21.5% | -35.4% | -16.5% |
| 3M | -23.8% | +11.6% | -35.4% | -25.3% |
| 6M | -36.4% | +58.7% | -95.2% | -41.3% |
| YTD | -23.4% | +16.2% | -39.5% | -25.9% |
| 1Y | +5.6% | +34.8% | -29.2% | -0.3% |
| 3Y | +209.7% | +25.3% | +184.4% | +188.5% |
| 5Y | +55.6% | +25.8% | +29.8% | +43.7% |
| 10Y | +212.2% | +83.7% | +128.6% | +170.5% |
| All | +212.2% | +85.5% | +126.8% | +170.5% |
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