+31.1%
DLTR vs BIDU
+1.5%
+29.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.1% | -3.8% | 0.0% |
| 7D | +2.5% | +2.4% | 0.0% | +2.3% |
| 30D | +2.1% | -10.5% | +12.5% | +3.0% |
| 3M | +20.3% | -26.2% | +46.5% | +23.4% |
| 6M | +11.5% | -16.4% | +27.9% | +12.2% |
| YTD | +6.8% | -23.9% | +30.7% | +7.9% |
| 1Y | +31.1% | +1.3% | +29.8% | +33.1% |
| All | +31.1% | +1.5% | +29.6% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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