+251.3%
UAL vs DLTR
+1,353.8%
-1,102.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.4% |
| 7D | +0.7% | +2.5% | -1.8% | -0.6% |
| 30D | -16.1% | +2.1% | -18.2% | -17.1% |
| 3M | +6.1% | +20.3% | -14.1% | -3.2% |
| 6M | +10.8% | +11.5% | -0.7% | +3.5% |
| YTD | -0.4% | +6.8% | -7.2% | -5.4% |
| 1Y | +5.0% | +31.1% | -26.1% | -10.2% |
| 3Y | +124.0% | +10.7% | +113.3% | +92.6% |
| 5Y | +141.0% | +41.6% | +99.4% | +65.9% |
| 10Y | +118.0% | +58.1% | +59.9% | +23.3% |
| All | +251.3% | +1,353.8% | -1,102.4% | -68.7% |
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