-0.5%
PLTR vs DLTR
+21.9%
-22.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | -9.1% | -9.4% | +0.3% | -6.9% |
| 30D | -5.2% | -7.3% | +2.1% | -3.7% |
| 3M | +27.4% | +7.6% | +19.8% | +24.8% |
| 6M | +9.7% | +1.6% | +8.2% | +6.4% |
| YTD | -6.7% | -3.5% | -3.2% | -9.2% |
| 1Y | -0.5% | +20.0% | -20.6% | -9.1% |
| All | -0.5% | +21.9% | -22.4% | -9.1% |
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