+1,133.2%
PFE vs DLTR
+11,640.8%
-10,507.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | +1.8% | +2.5% | -0.7% | +1.4% |
| 30D | +10.2% | +2.1% | +8.2% | +9.9% |
| 3M | +12.7% | +20.3% | -7.6% | +9.7% |
| 6M | +10.5% | +11.5% | -1.0% | +8.2% |
| YTD | +20.2% | +6.8% | +13.3% | +18.1% |
| 1Y | +24.1% | +31.1% | -7.0% | +18.3% |
| 3Y | -3.6% | +10.7% | -14.2% | -7.9% |
| 5Y | -20.9% | +41.6% | -62.5% | -28.6% |
| 10Y | +35.8% | +58.1% | -22.3% | +16.6% |
| All | +1,133.2% | +11,640.8% | -10,507.6% | +489.4% |
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