+1,218.2%
BE vs DLTR
+29.9%
+1,188.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | +9.7% | -9.4% | +19.2% | +11.5% |
| 30D | +22.4% | -7.3% | +29.7% | +23.7% |
| 3M | +10.4% | +7.6% | +2.8% | +7.6% |
| 6M | +67.9% | +1.6% | +66.3% | +64.7% |
| YTD | +197.5% | -3.5% | +201.0% | +194.2% |
| 1Y | +310.6% | +20.0% | +290.5% | +284.1% |
| 3Y | +1,657.2% | +2.3% | +1,655.0% | +1,627.6% |
| 5Y | +1,218.2% | +31.5% | +1,186.6% | +1,294.6% |
| All | +1,218.2% | +29.9% | +1,188.3% | +1,294.6% |
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