+1,618.0%
PPL vs DLTR
+11,615.8%
-9,997.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.4% | -0.1% |
| 7D | +0.4% | -2.0% | +2.5% | +0.5% |
| 30D | +5.4% | +12.8% | -7.3% | +4.1% |
| 3M | +4.3% | +1.1% | +3.1% | +4.0% |
| 6M | -1.3% | +35.9% | -37.2% | -4.6% |
| YTD | +4.7% | +6.6% | -1.9% | +3.3% |
| 1Y | +1.3% | +28.6% | -27.3% | -2.0% |
| 3Y | +57.2% | +14.0% | +43.2% | +51.5% |
| 5Y | +48.2% | +19.2% | +29.0% | +40.6% |
| 10Y | +62.7% | +78.1% | -15.4% | +45.9% |
| All | +1,618.0% | +11,615.8% | -9,997.8% | +1,164.1% |
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 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