+72.4%
UBER vs DLTR
+12.1%
+60.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -5.4% | -10.1% | +4.7% | -2.6% |
| 30D | -4.9% | -8.1% | +3.2% | -2.7% |
| 3M | +3.0% | +2.9% | +0.2% | +2.3% |
| 6M | -4.4% | +4.3% | -8.7% | -6.3% |
| YTD | -12.3% | -3.9% | -8.4% | -12.4% |
| 1Y | -24.3% | +18.9% | -43.2% | -29.3% |
| 3Y | +46.4% | +1.9% | +44.5% | +37.4% |
| 5Y | +79.7% | +31.0% | +48.7% | +44.7% |
| All | +72.4% | +12.1% | +60.3% | +21.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling