+4,650.7%
BTI vs DLTR
+10,476.7%
-5,826.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.6% | +3.1% | -1.1% |
| 7D | -2.4% | -10.2% | +7.8% | -1.6% |
| 30D | -4.8% | -8.5% | +3.7% | -4.2% |
| 3M | -8.1% | +5.6% | -13.7% | -8.6% |
| 6M | -4.2% | +2.2% | -6.4% | -4.7% |
| YTD | -1.3% | -3.8% | +2.5% | -1.4% |
| 1Y | +2.1% | +22.9% | -20.8% | 0.0% |
| 3Y | +108.9% | +2.0% | +106.9% | +104.9% |
| 5Y | +114.5% | +29.8% | +84.7% | +104.2% |
| 10Y | +72.2% | +45.0% | +27.2% | +60.0% |
| All | +4,650.7% | +10,476.7% | -5,826.1% | +3,515.0% |
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 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