+6,503.8%
SYK vs DLTR
+10,500.9%
-3,997.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -12.3% | -9.4% | -2.9% | -11.0% |
| 30D | -22.4% | -7.3% | -15.1% | -21.6% |
| 3M | -12.3% | +7.6% | -19.9% | -13.2% |
| 6M | -24.3% | +1.6% | -25.9% | -24.8% |
| YTD | -22.8% | -3.5% | -19.2% | -22.8% |
| 1Y | -28.8% | +20.0% | -48.8% | -31.1% |
| 3Y | -4.0% | +2.3% | -6.3% | -7.3% |
| 5Y | +3.8% | +31.5% | -27.7% | -5.1% |
| 10Y | +172.8% | +45.4% | +127.4% | +138.8% |
| All | +6,503.8% | +10,500.9% | -3,997.1% | +3,470.9% |
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