+1,735.1%
PLTR vs DLTR
+45.6%
+1,689.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.8% | -4.6% |
| 7D | -6.4% | +2.5% | -8.9% | -7.0% |
| 30D | +10.0% | +2.1% | +8.0% | +9.4% |
| 3M | +23.0% | +20.3% | +2.8% | +18.0% |
| 6M | +13.8% | +11.5% | +2.3% | +10.3% |
| YTD | -1.9% | +6.8% | -8.8% | -4.4% |
| 1Y | +11.6% | +31.1% | -19.4% | +4.1% |
| 3Y | +1,048.4% | +10.7% | +1,037.7% | +991.1% |
| 5Y | +554.4% | +41.6% | +512.8% | +538.7% |
| All | +1,735.1% | +45.6% | +1,689.5% | +1,609.5% |
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 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