+1,269.9%
PAAS vs DLTR
+7,804.7%
-6,534.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.4% |
| 7D | -2.9% | +2.5% | -5.4% | -3.0% |
| 30D | +6.8% | +2.1% | +4.7% | +6.6% |
| 3M | -2.9% | +20.3% | -23.2% | -4.0% |
| 6M | -16.4% | +11.5% | -27.9% | -17.1% |
| YTD | 0.0% | +6.8% | -6.8% | -0.6% |
| 1Y | +54.3% | +31.1% | +23.2% | +51.6% |
| 3Y | +230.7% | +10.7% | +220.0% | +224.9% |
| 5Y | +111.6% | +41.6% | +70.0% | +105.8% |
| 10Y | +211.7% | +58.1% | +153.6% | +200.4% |
| All | +1,269.9% | +7,804.7% | -6,534.9% | +1,278.8% |
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