+1,641.2%
PBR vs DLTR
+779.7%
+861.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.0% | +1.4% |
| 7D | +0.3% | -10.2% | +10.6% | +2.4% |
| 30D | +17.5% | -8.5% | +26.0% | +19.4% |
| 3M | +20.9% | +5.6% | +15.3% | +18.9% |
| 6M | +20.2% | +2.2% | +18.1% | +18.0% |
| YTD | +84.3% | -3.8% | +88.0% | +82.3% |
| 1Y | +77.1% | +22.9% | +54.2% | +65.6% |
| 3Y | +100.8% | +2.0% | +98.8% | +88.7% |
| 5Y | +556.1% | +29.8% | +526.3% | +464.0% |
| 10Y | +676.1% | +45.0% | +631.0% | +533.1% |
| All | +1,641.2% | +779.7% | +861.5% | +788.0% |
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