+31.5%
DLTR vs BB
-29.9%
+61.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.5% |
| 7D | -9.4% | -2.1% | -7.4% | -9.3% |
| 30D | -7.3% | -16.0% | +8.7% | -6.1% |
| 3M | +7.6% | -14.5% | +22.1% | +8.0% |
| 6M | +1.6% | +118.6% | -117.0% | -8.6% |
| YTD | -3.5% | +98.9% | -102.5% | -12.3% |
| 1Y | +20.0% | +99.5% | -79.4% | +8.5% |
| 3Y | +2.3% | +65.4% | -63.1% | -8.9% |
| 5Y | +31.5% | -27.6% | +59.2% | +26.5% |
| All | +31.5% | -29.9% | +61.4% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling