+210.4%
URI vs DLTR
+34.4%
+176.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.6% | +6.1% | +1.7% |
| 7D | +2.5% | -5.8% | +8.4% | +3.8% |
| 30D | -12.5% | -5.2% | -7.3% | -11.7% |
| 3M | -6.2% | +15.2% | -21.4% | -9.6% |
| 6M | +25.9% | +7.1% | +18.7% | +22.5% |
| YTD | +26.2% | +0.8% | +25.4% | +24.5% |
| 1Y | +5.5% | +24.8% | -19.3% | -1.1% |
| 3Y | +125.0% | +6.9% | +118.1% | +115.0% |
| 5Y | +210.4% | +33.2% | +177.2% | +196.4% |
| All | +210.4% | +34.4% | +176.0% | +196.4% |
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