+949.7%
PAAS vs DLTR
+8,495.2%
-7,545.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.8% | -1.5% |
| 7D | -5.2% | -2.8% | -2.4% | -5.1% |
| 30D | -13.9% | +21.5% | -35.4% | -14.9% |
| 3M | -23.8% | +11.6% | -35.4% | -24.3% |
| 6M | -36.4% | +58.7% | -95.2% | -38.2% |
| YTD | -23.4% | +16.2% | -39.5% | -24.3% |
| 1Y | +5.6% | +34.8% | -29.2% | +3.6% |
| 3Y | +209.7% | +25.3% | +184.4% | +202.2% |
| 5Y | +55.6% | +25.8% | +29.8% | +51.6% |
| 10Y | +212.2% | +83.7% | +128.6% | +198.9% |
| All | +949.7% | +8,495.2% | -7,545.5% | +950.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling