+7,883.4%
URI vs DLTR
+2,405.4%
+5,478.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.7% | +3.8% |
| 7D | +2.6% | -2.8% | +5.4% | +3.4% |
| 30D | +9.1% | +21.5% | -12.4% | +3.1% |
| 3M | +1.0% | +11.6% | -10.6% | -2.7% |
| 6M | +23.3% | +58.7% | -35.4% | +6.9% |
| YTD | +43.3% | +16.2% | +27.1% | +34.7% |
| 1Y | +35.9% | +34.8% | +1.1% | +22.5% |
| 3Y | +158.6% | +25.3% | +133.4% | +127.1% |
| 5Y | +213.1% | +25.8% | +187.3% | +168.2% |
| 10Y | +1,213.1% | +83.7% | +1,129.4% | +875.3% |
| All | +7,883.4% | +2,405.4% | +5,478.0% | +2,519.7% |
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