-26.2%
UBER vs DLTR
+45.2%
-71.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +9.6% | -4.7% | +2.8% |
| 7D | +7.0% | +15.6% | -8.5% | +3.8% |
| 30D | +0.6% | +29.9% | -29.3% | -4.7% |
| 3M | -2.9% | +12.5% | -15.4% | -5.4% |
| 6M | -5.5% | +56.3% | -61.8% | -12.2% |
| YTD | -14.5% | +19.5% | -34.0% | -18.2% |
| 1Y | -26.2% | +44.0% | -70.2% | -34.3% |
| All | -26.2% | +45.2% | -71.4% | -34.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling