+44.0%
DLTR vs BN
-3.9%
+47.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +6.1% | +3.6% | +6.9% |
| 7D | +15.6% | +12.0% | +3.6% | +10.3% |
| 30D | +29.9% | +17.0% | +12.8% | +21.9% |
| 3M | +12.5% | -3.2% | +15.7% | +13.2% |
| 6M | +56.3% | -3.9% | +60.2% | +57.2% |
| YTD | +19.5% | -5.6% | +25.1% | +19.6% |
| 1Y | +44.0% | -4.7% | +48.8% | +42.8% |
| All | +44.0% | -3.9% | +47.9% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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