+1,397.5%
DLTR vs BIDU
+1,302.3%
+95.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -7.0% | +1.3% | -4.8% |
| 7D | -5.8% | -2.4% | -3.4% | -5.5% |
| 30D | -5.2% | -15.6% | +10.4% | -3.4% |
| 3M | +15.2% | -22.3% | +37.5% | +18.4% |
| 6M | +7.1% | -22.3% | +29.4% | +9.6% |
| YTD | +0.8% | -29.2% | +30.0% | +4.1% |
| 1Y | +24.8% | -14.8% | +39.6% | +25.3% |
| 3Y | +6.9% | -31.8% | +38.7% | +8.3% |
| 5Y | +33.2% | -43.1% | +76.4% | +32.5% |
| 10Y | +51.6% | -50.6% | +102.2% | +45.2% |
| All | +1,397.5% | +1,302.3% | +95.2% | +846.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling