+563.4%
SPMO vs DLTR
+87.5%
+475.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -1.9% |
| 7D | +0.1% | -9.4% | +9.5% | +1.5% |
| 30D | -0.7% | -7.3% | +6.6% | +0.3% |
| 3M | +2.8% | +7.6% | -4.7% | +1.3% |
| 6M | +24.4% | +1.6% | +22.9% | +23.0% |
| YTD | +24.2% | -3.5% | +27.7% | +23.5% |
| 1Y | +24.5% | +20.0% | +4.5% | +19.2% |
| 3Y | +155.6% | +2.3% | +153.3% | +145.4% |
| 5Y | +148.2% | +31.5% | +116.6% | +121.5% |
| 10Y | +514.8% | +45.4% | +469.4% | +425.7% |
| All | +563.4% | +87.5% | +475.9% | +447.8% |
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 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