+44.0%
DLTR vs BAH
+6.2%
+37.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.5% | +8.2% | +9.4% |
| 7D | +15.6% | +5.8% | +9.8% | +14.8% |
| 30D | +29.9% | +28.7% | +1.2% | +25.9% |
| 3M | +12.5% | +20.9% | -8.4% | +9.6% |
| 6M | +56.3% | +15.2% | +41.1% | +52.2% |
| YTD | +19.5% | +7.1% | +12.4% | +16.3% |
| 1Y | +44.0% | +6.4% | +37.6% | +39.6% |
| All | +44.0% | +6.2% | +37.8% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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