+9.3%
DLTR vs BBIO
+136.7%
-127.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -10.1% | -3.2% | -6.9% | -9.9% |
| 30D | -8.1% | -13.6% | +5.5% | -7.2% |
| 3M | +2.9% | +7.2% | -4.4% | +2.1% |
| 6M | +4.3% | +1.5% | +2.9% | +3.9% |
| YTD | -3.9% | -5.3% | +1.4% | -4.1% |
| 1Y | +18.9% | +37.7% | -18.8% | +15.7% |
| 3Y | +1.9% | +153.9% | -152.0% | -6.2% |
| 5Y | +31.0% | +43.9% | -12.9% | +14.7% |
| All | +9.3% | +136.7% | -127.4% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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