-0.9%
DLTR vs BBAI
-71.3%
+70.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.4% |
| 7D | -10.1% | -1.7% | -8.4% | -10.1% |
| 30D | -8.1% | -12.0% | +3.8% | -8.1% |
| 3M | +2.9% | -30.7% | +33.5% | +3.0% |
| 6M | +4.3% | -30.7% | +35.0% | +4.4% |
| YTD | -3.9% | -46.9% | +42.9% | -3.8% |
| 1Y | +18.9% | -41.1% | +60.0% | +19.1% |
| 3Y | +1.9% | +65.9% | -64.0% | +2.4% |
| 5Y | +31.0% | -70.9% | +101.9% | +22.9% |
| All | -0.9% | -71.3% | +70.4% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling