+2,769.6%
BDX vs DLTR
+10,476.7%
-7,707.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.6% | +5.5% | +1.5% |
| 7D | -3.6% | -10.2% | +6.7% | -2.3% |
| 30D | +0.7% | -8.5% | +9.2% | +1.7% |
| 3M | +19.0% | +5.6% | +13.4% | +18.1% |
| 6M | +10.8% | +2.2% | +8.6% | +10.0% |
| YTD | +20.1% | -3.8% | +23.9% | +20.1% |
| 1Y | +23.1% | +22.9% | +0.1% | +19.4% |
| 3Y | -8.8% | +2.0% | -10.9% | -11.3% |
| 5Y | -1.4% | +29.8% | -31.2% | -8.5% |
| 10Y | +60.5% | +45.0% | +15.5% | +43.2% |
| All | +2,769.6% | +10,476.7% | -7,707.1% | +1,666.8% |
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