+54.0%
UNP vs DLTR
+29.9%
+24.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.3% |
| 7D | -1.2% | -9.4% | +8.3% | -0.1% |
| 30D | -2.0% | -7.3% | +5.4% | -1.2% |
| 3M | +7.5% | +7.6% | 0.0% | +6.4% |
| 6M | +15.3% | +1.6% | +13.8% | +14.6% |
| YTD | +25.4% | -3.5% | +28.9% | +25.3% |
| 1Y | +35.6% | +20.0% | +15.6% | +31.5% |
| 3Y | +44.1% | +2.3% | +41.9% | +41.1% |
| 5Y | +54.0% | +31.5% | +22.4% | +49.2% |
| All | +54.0% | +29.9% | +24.1% | +49.2% |
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 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