+1,843.4%
PG vs DLTR
+10,457.1%
-8,613.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | -0.8% | -10.1% | +9.3% | +0.1% |
| 30D | +0.8% | -8.1% | +8.9% | +1.5% |
| 3M | -1.3% | +2.9% | -4.2% | -1.7% |
| 6M | -3.8% | +4.3% | -8.2% | -4.5% |
| YTD | +3.6% | -3.9% | +7.6% | +3.5% |
| 1Y | -5.7% | +18.9% | -24.6% | -7.7% |
| 3Y | +1.6% | +1.9% | -0.3% | -0.7% |
| 5Y | +14.6% | +31.0% | -16.4% | +8.4% |
| 10Y | +121.2% | +44.8% | +76.4% | +103.7% |
| All | +1,843.4% | +10,457.1% | -8,613.7% | +1,248.5% |
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