-16.4%
PINS vs DLTR
+20.9%
-37.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.4% | -2.2% |
| 7D | -12.0% | +2.5% | -14.5% | -12.6% |
| 30D | -12.7% | +2.1% | -14.7% | -13.2% |
| 3M | -5.5% | +20.3% | -25.8% | -10.2% |
| 6M | +5.3% | +11.5% | -6.3% | +1.1% |
| YTD | -21.2% | +6.8% | -28.0% | -23.5% |
| 1Y | -45.0% | +31.1% | -76.1% | -50.1% |
| 3Y | -26.2% | +10.7% | -36.9% | -32.0% |
| 5Y | -64.0% | +41.6% | -105.6% | -70.9% |
| All | -16.4% | +20.9% | -37.3% | -35.3% |
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