+20.6%
BAC vs DLTR
+28.6%
-8.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | -1.9% | -2.8% | +0.9% | -1.5% |
| 30D | -7.2% | +21.5% | -28.7% | -9.8% |
| 3M | -20.4% | +11.6% | -32.0% | -21.9% |
| 6M | +1.3% | +58.7% | -57.5% | -6.3% |
| YTD | -6.4% | +16.2% | -22.6% | -9.3% |
| 1Y | -3.5% | +34.8% | -38.3% | -9.0% |
| 3Y | +96.7% | +25.3% | +71.4% | +84.6% |
| 5Y | +20.6% | +25.8% | -5.2% | +10.4% |
| All | +20.6% | +28.6% | -8.0% | +10.4% |
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