+31.1%
DLTR vs BBWI
-34.3%
+65.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.6% | -0.3% |
| 7D | +2.5% | +1.5% | +1.0% | +2.1% |
| 30D | +2.1% | -5.2% | +7.3% | +3.0% |
| 3M | +20.3% | +11.1% | +9.2% | +16.9% |
| 6M | +11.5% | -13.4% | +24.9% | +13.4% |
| YTD | +6.8% | +0.1% | +6.7% | +5.8% |
| 1Y | +31.1% | -36.1% | +67.2% | +39.8% |
| All | +31.1% | -34.3% | +65.4% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling