+71.0%
UBER vs DLTR
+12.3%
+58.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.6% | +1.8% | -1.6% |
| 7D | -7.0% | -10.2% | +3.2% | -4.3% |
| 30D | -8.9% | -8.5% | -0.4% | -6.8% |
| 3M | +1.0% | +5.6% | -4.6% | -0.5% |
| 6M | -3.7% | +2.2% | -5.9% | -5.2% |
| YTD | -13.0% | -3.8% | -9.3% | -13.2% |
| 1Y | -25.5% | +22.9% | -48.5% | -31.1% |
| 3Y | +50.5% | +2.0% | +48.4% | +41.2% |
| 5Y | +76.2% | +29.8% | +46.3% | +42.5% |
| All | +71.0% | +12.3% | +58.7% | +20.2% |
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