+18.9%
DLTR vs BBWI
-31.4%
+50.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -1.7% |
| 7D | -10.1% | -4.8% | -5.3% | -9.2% |
| 30D | -8.1% | +3.5% | -11.6% | -9.0% |
| 3M | +2.9% | -0.3% | +3.2% | +2.2% |
| 6M | +4.3% | -5.4% | +9.7% | +4.6% |
| YTD | -3.9% | -4.7% | +0.8% | -3.9% |
| 1Y | +18.9% | -30.5% | +49.4% | +28.1% |
| All | +18.9% | -31.4% | +50.3% | +28.1% |
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