+367.0%
PSX vs DLTR
+29.9%
+337.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +1.5% | -9.4% | +11.0% | +2.6% |
| 30D | +15.8% | -7.3% | +23.2% | +16.7% |
| 3M | +43.0% | +7.6% | +35.5% | +41.5% |
| 6M | +61.1% | +1.6% | +59.5% | +60.0% |
| YTD | +104.5% | -3.5% | +108.1% | +104.0% |
| 1Y | +102.5% | +20.0% | +82.5% | +95.3% |
| 3Y | +133.5% | +2.3% | +131.2% | +124.7% |
| 5Y | +367.0% | +31.5% | +335.4% | +351.8% |
| All | +367.0% | +29.9% | +337.1% | +351.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling