+18.9%
DLTR vs BHP
+70.6%
-51.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -10.1% | -3.6% | -6.5% | -9.6% |
| 30D | -8.1% | -1.2% | -6.9% | -8.1% |
| 3M | +2.9% | +1.2% | +1.7% | +2.5% |
| 6M | +4.3% | +21.4% | -17.1% | -3.1% |
| YTD | -3.9% | +50.4% | -54.3% | -18.8% |
| 1Y | +18.9% | +67.5% | -48.6% | -4.3% |
| All | +18.9% | +70.6% | -51.7% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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