+4.0%
DLTR vs BBAI
-70.8%
+74.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | -5.8% | -1.0% | -4.8% | -5.8% |
| 30D | -5.2% | -10.7% | +5.5% | -5.2% |
| 3M | +15.2% | -32.3% | +47.4% | +15.3% |
| 6M | +7.1% | -31.3% | +38.4% | +7.2% |
| YTD | +0.8% | -45.9% | +46.8% | +0.9% |
| 1Y | +24.8% | -40.0% | +64.8% | +25.0% |
| 3Y | +6.9% | +72.8% | -65.9% | +7.4% |
| 5Y | +33.2% | -70.4% | +103.6% | +25.0% |
| All | +4.0% | -70.8% | +74.8% | -3.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling