+10,079.5%
SPGI vs DLTR
+12,235.8%
-2,156.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.3% | +1.4% |
| 7D | +1.2% | +5.3% | -4.1% | +0.4% |
| 30D | +15.9% | +13.4% | +2.5% | +13.6% |
| 3M | +12.3% | +6.6% | +5.7% | +11.0% |
| 6M | +23.7% | +59.1% | -35.4% | +14.4% |
| YTD | -3.5% | +12.3% | -15.8% | -6.2% |
| 1Y | +0.4% | +33.9% | -33.5% | -5.1% |
| 3Y | +29.9% | +23.0% | +6.9% | +21.0% |
| 5Y | +15.2% | +22.1% | -6.9% | +5.7% |
| 10Y | +337.2% | +77.5% | +259.7% | +266.8% |
| All | +10,079.5% | +12,235.8% | -2,156.3% | +5,555.6% |
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