+12,019.1%
PH vs DLTR
+12,235.8%
-216.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.2% | +0.4% |
| 7D | +4.3% | +5.3% | -0.9% | +3.3% |
| 30D | +0.1% | +13.4% | -13.3% | -2.7% |
| 3M | -9.4% | +6.6% | -16.0% | -11.1% |
| 6M | +8.8% | +59.1% | -50.3% | -2.2% |
| YTD | +9.6% | +12.3% | -2.6% | +5.3% |
| 1Y | +14.4% | +33.9% | -19.4% | +5.9% |
| 3Y | +134.5% | +23.0% | +111.5% | +113.5% |
| 5Y | +204.4% | +22.1% | +182.3% | +171.9% |
| 10Y | +697.3% | +77.5% | +619.8% | +542.4% |
| All | +12,019.1% | +12,235.8% | -216.7% | +5,878.3% |
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