+137.7%
UAL vs DLTR
+34.4%
+103.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.6% | +2.8% | -1.2% |
| 7D | +3.5% | -5.8% | +9.3% | +5.3% |
| 30D | -16.5% | -5.2% | -11.2% | -15.2% |
| 3M | +2.8% | +15.2% | -12.4% | -1.7% |
| 6M | +17.6% | +7.1% | +10.4% | +14.1% |
| YTD | -3.2% | +0.8% | -4.0% | -4.5% |
| 1Y | +0.4% | +24.8% | -24.4% | -7.0% |
| 3Y | +128.2% | +6.9% | +121.2% | +112.0% |
| 5Y | +137.7% | +33.2% | +104.5% | +117.3% |
| All | +137.7% | +34.4% | +103.4% | +117.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling