+11,949.9%
DLTR vs BBWI
+981.1%
+10,968.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.8% |
| 7D | +5.0% | -4.2% | +9.3% | +6.5% |
| 30D | +18.7% | +24.9% | -6.2% | +11.5% |
| 3M | +8.9% | +13.2% | -4.4% | +4.4% |
| 6M | +49.4% | +12.1% | +37.3% | +42.6% |
| YTD | +14.5% | +11.1% | +3.4% | +8.0% |
| 1Y | +32.5% | +0.7% | +31.8% | +26.6% |
| 3Y | +23.4% | -23.8% | +47.2% | +22.1% |
| 5Y | +26.2% | -66.9% | +93.1% | +50.3% |
| 10Y | +82.4% | -45.3% | +127.8% | +50.8% |
| All | +11,949.9% | +981.1% | +10,968.8% | +2,456.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling