+795.1%
BKNG vs DLTR
+1,581.8%
-786.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.5% |
| 3M | +8.5% | +7.6% | +1.0% | +6.6% |
| 6M | -0.1% | +1.6% | -1.6% | -1.1% |
| YTD | -18.2% | -3.5% | -14.7% | -18.4% |
| 1Y | -19.9% | +20.0% | -39.9% | -24.6% |
| 3Y | +41.6% | +2.3% | +39.3% | +32.5% |
| 5Y | +93.1% | +31.5% | +61.6% | +63.0% |
| 10Y | +214.8% | +45.4% | +169.4% | +143.0% |
| All | +795.1% | +1,581.8% | -786.7% | +221.1% |
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