+8,589.7%
PWR vs DLTR
+1,887.6%
+6,702.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.6% | +8.0% | +3.6% |
| 7D | +4.5% | -5.8% | +10.3% | +5.9% |
| 30D | -4.9% | -5.2% | +0.4% | -3.9% |
| 3M | -7.9% | +15.2% | -23.1% | -11.5% |
| 6M | +18.3% | +7.1% | +11.2% | +14.6% |
| YTD | +51.5% | +0.8% | +50.7% | +48.4% |
| 1Y | +70.3% | +24.8% | +45.5% | +58.0% |
| 3Y | +210.6% | +6.9% | +203.7% | +187.2% |
| 5Y | +456.7% | +33.2% | +423.4% | +373.7% |
| 10Y | +2,396.1% | +51.6% | +2,344.5% | +1,864.5% |
| All | +8,589.7% | +1,887.6% | +6,702.1% | +3,170.6% |
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