+10,513.3%
DLTR vs BHP
+3,766.1%
+6,747.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.7% | -7.4% | -6.0% |
| 7D | -5.8% | +1.3% | -7.1% | -6.1% |
| 30D | -5.2% | +4.0% | -9.2% | -6.1% |
| 3M | +15.2% | +12.3% | +2.9% | +11.9% |
| 6M | +7.1% | +30.8% | -23.7% | +0.3% |
| YTD | +0.8% | +58.8% | -57.9% | -9.6% |
| 1Y | +24.8% | +76.8% | -52.1% | +9.2% |
| 3Y | +6.9% | +87.5% | -80.5% | -8.5% |
| 5Y | +33.2% | +123.9% | -90.6% | +7.6% |
| 10Y | +51.6% | +504.4% | -452.8% | -2.6% |
| All | +10,513.3% | +3,766.1% | +6,747.1% | +3,190.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling