+3,607.7%
USB vs DLTR
+11,640.8%
-8,033.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | +1.4% | +2.5% | -1.0% | +1.0% |
| 30D | -1.3% | +2.1% | -3.4% | -1.7% |
| 3M | +15.2% | +20.3% | -5.0% | +11.1% |
| 6M | +18.8% | +11.5% | +7.3% | +15.4% |
| YTD | +21.0% | +6.8% | +14.2% | +18.2% |
| 1Y | +34.0% | +31.1% | +2.9% | +25.7% |
| 3Y | +95.3% | +10.7% | +84.6% | +84.2% |
| 5Y | +40.4% | +41.6% | -1.2% | +23.6% |
| 10Y | +107.3% | +58.1% | +49.2% | +73.3% |
| All | +3,607.7% | +11,640.8% | -8,033.1% | +1,660.7% |
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