+96.9%
PSX vs DLTR
+45.2%
+51.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +9.6% | -14.2% | -3.9% |
| 7D | -5.2% | +15.6% | -20.7% | -4.4% |
| 30D | -3.7% | +29.9% | -33.6% | -2.5% |
| 3M | +26.8% | +12.5% | +14.3% | +27.8% |
| 6M | +47.3% | +56.3% | -9.0% | +50.5% |
| YTD | +105.4% | +19.5% | +85.9% | +107.9% |
| 1Y | +96.9% | +44.0% | +52.9% | +94.1% |
| All | +96.9% | +45.2% | +51.7% | +94.1% |
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