+44.0%
DLTR vs BIDU
-34.6%
+78.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.5% | +5.1% | +9.1% |
| 7D | +15.6% | +1.2% | +14.4% | +15.4% |
| 30D | +29.9% | -7.5% | +37.4% | +30.9% |
| 3M | +12.5% | -28.6% | +41.0% | +16.4% |
| 6M | +56.3% | -36.9% | +93.2% | +62.5% |
| YTD | +19.5% | -38.4% | +57.9% | +23.3% |
| 1Y | +44.0% | -35.7% | +79.7% | +47.4% |
| All | +44.0% | -34.6% | +78.6% | +47.4% |
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