+11.7%
PL vs DLTR
+33.3%
-21.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -1.9% | -2.9% |
| 7D | +22.3% | +2.4% | +19.8% | +21.7% |
| 30D | -8.3% | +21.5% | -29.8% | -10.8% |
| 3M | -43.3% | +9.8% | -53.1% | -44.0% |
| 6M | -65.8% | +58.6% | -124.5% | -69.2% |
| YTD | -29.5% | +14.8% | -44.4% | -27.4% |
| 1Y | +11.7% | +33.0% | -21.3% | -3.5% |
| All | +11.7% | +33.3% | -21.6% | -3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling