+59.1%
DLTR vs BB
+42.2%
+16.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.2% | -2.4% |
| 7D | +5.3% | +1.8% | +3.5% | +5.4% |
| 30D | +13.4% | +8.1% | +5.3% | +13.8% |
| 3M | +6.6% | -1.0% | +7.6% | +7.0% |
| 6M | +59.1% | +45.9% | +13.2% | +69.4% |
| All | +59.1% | +42.2% | +16.9% | +69.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling