+32.4%
DLTR vs BIDU
-44.1%
+76.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.5% |
| 7D | -10.1% | -8.1% | -2.0% | -9.3% |
| 30D | -8.1% | -12.8% | +4.7% | -7.0% |
| 3M | +2.9% | -21.3% | +24.1% | +5.1% |
| 6M | +4.3% | -27.0% | +31.3% | +7.0% |
| YTD | -3.9% | -30.0% | +26.1% | -1.3% |
| 1Y | +18.9% | -18.3% | +37.2% | +19.7% |
| 3Y | +1.9% | -33.8% | +35.7% | +3.0% |
| All | +32.4% | -44.1% | +76.4% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling