+13,047.7%
REGN vs DLTR
+10,457.1%
+2,590.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -5.6% | -10.1% | +4.5% | -3.0% |
| 30D | -2.0% | -8.1% | +6.2% | +0.1% |
| 3M | +28.0% | +2.9% | +25.1% | +26.7% |
| 6M | +1.2% | +4.3% | -3.2% | -1.2% |
| YTD | +1.6% | -3.9% | +5.6% | +1.0% |
| 1Y | +38.2% | +18.9% | +19.3% | +29.3% |
| 3Y | -5.4% | +1.9% | -7.3% | -11.8% |
| 5Y | +21.3% | +31.0% | -9.7% | +0.3% |
| 10Y | +105.2% | +44.8% | +60.4% | +51.5% |
| All | +13,047.7% | +10,457.1% | +2,590.7% | +2,552.0% |
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