+964.4%
PAAS vs DLTR
+8,370.7%
-7,406.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.6% | -8.5% | -6.0% |
| 7D | +4.2% | +5.0% | -0.9% | +3.9% |
| 30D | -13.8% | +18.7% | -32.5% | -14.6% |
| 3M | -22.7% | +8.9% | -31.6% | -23.2% |
| 6M | -32.1% | +49.4% | -81.5% | -33.7% |
| YTD | -22.3% | +14.5% | -36.8% | -23.1% |
| 1Y | +7.7% | +32.5% | -24.8% | +5.7% |
| 3Y | +214.0% | +23.4% | +190.6% | +206.7% |
| 5Y | +63.2% | +26.2% | +37.0% | +59.1% |
| 10Y | +185.5% | +82.4% | +103.1% | +173.5% |
| All | +964.4% | +8,370.7% | -7,406.4% | +966.4% |
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