+75.8%
BND vs DLTR
+839.6%
-763.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.3% | -0.2% |
| 7D | -0.1% | -10.2% | +10.1% | -0.1% |
| 30D | -0.2% | -8.5% | +8.3% | -0.2% |
| 3M | -0.7% | +5.6% | -6.2% | -0.7% |
| 6M | -1.7% | +2.2% | -3.9% | -1.7% |
| YTD | -0.5% | -3.8% | +3.2% | -0.6% |
| 1Y | +0.4% | +22.9% | -22.6% | +0.3% |
| 3Y | +13.1% | +2.0% | +11.1% | +13.1% |
| 5Y | -2.1% | +29.8% | -31.9% | -2.0% |
| 10Y | +15.7% | +45.0% | -29.3% | +16.0% |
| All | +75.8% | +839.6% | -763.8% | +81.1% |
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