+25.7%
USB vs DLTR
+12.1%
+13.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.1% | +1.2% |
| 7D | +2.6% | +5.3% | -2.7% | +1.7% |
| 30D | +8.4% | +13.4% | -5.0% | +6.1% |
| 3M | -5.5% | +6.6% | -12.1% | -6.8% |
| 6M | +17.7% | +59.1% | -41.4% | +7.8% |
| YTD | +17.6% | +12.3% | +5.3% | +14.0% |
| 1Y | +33.9% | +33.9% | 0.0% | +25.5% |
| 3Y | +103.8% | +23.0% | +80.8% | +90.4% |
| All | +25.7% | +12.1% | +13.5% | +16.0% |
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