+9,433.0%
SPGI vs DLTR
+11,640.8%
-2,207.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.6% |
| 7D | +0.1% | +2.5% | -2.3% | -0.2% |
| 30D | +8.4% | +2.1% | +6.3% | +8.0% |
| 3M | +11.8% | +20.3% | -8.4% | +8.5% |
| 6M | +5.7% | +11.5% | -5.8% | +3.3% |
| YTD | -9.7% | +6.8% | -16.5% | -11.3% |
| 1Y | -12.5% | +31.1% | -43.5% | -17.0% |
| 3Y | +21.8% | +10.7% | +11.1% | +15.6% |
| 5Y | +8.2% | +41.6% | -33.4% | -3.2% |
| 10Y | +309.5% | +58.1% | +251.4% | +250.0% |
| All | +9,433.0% | +11,640.8% | -2,207.9% | +5,246.0% |
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