+12,081.2%
PH vs DLTR
+11,640.8%
+440.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -3.1% | +2.5% | -5.5% | -3.6% |
| 30D | -3.2% | +2.1% | -5.3% | -3.7% |
| 3M | +10.6% | +20.3% | -9.7% | +6.2% |
| 6M | -2.1% | +11.5% | -13.6% | -5.2% |
| YTD | +10.2% | +6.8% | +3.4% | +7.4% |
| 1Y | +28.2% | +31.1% | -2.9% | +19.5% |
| 3Y | +134.9% | +10.7% | +124.2% | +119.6% |
| 5Y | +253.6% | +41.6% | +212.0% | +206.8% |
| 10Y | +804.7% | +58.1% | +746.6% | +648.8% |
| All | +12,081.2% | +11,640.8% | +440.4% | +6,001.9% |
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