+25.0%
PLD vs DLTR
+21.9%
+3.1%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -2.8% | -9.4% | +6.6% | -1.7% |
| 30D | -3.6% | -7.3% | +3.7% | -2.9% |
| 3M | -7.1% | +7.6% | -14.7% | -8.1% |
| 6M | +0.2% | +1.6% | -1.3% | 0.0% |
| YTD | +6.9% | -3.5% | +10.4% | +7.3% |
| 1Y | +25.0% | +20.0% | +5.0% | +18.9% |
| All | +25.0% | +21.9% | +3.1% | +18.9% |
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 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