-20.2%
BKNG vs DLTR
+19.6%
-39.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -10.7% | -9.4% | -1.2% | -8.3% |
| 30D | -18.1% | -7.3% | -10.8% | -16.4% |
| 3M | +8.5% | +7.6% | +1.0% | +7.5% |
| 6M | -0.1% | +1.6% | -1.6% | -1.2% |
| YTD | -18.2% | -3.5% | -14.7% | -18.8% |
| All | -20.2% | +19.6% | -39.8% | -26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling