+29.8%
DLTR vs BN
+33.2%
-3.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.9% | -2.6% | -3.9% |
| 7D | -10.2% | -3.0% | -7.3% | -9.3% |
| 30D | -8.5% | -13.0% | +4.5% | -4.3% |
| 3M | +5.6% | -15.2% | +20.8% | +11.3% |
| 6M | +2.2% | -5.9% | +8.1% | +3.9% |
| YTD | -3.8% | -15.8% | +12.0% | +1.1% |
| 1Y | +22.9% | -12.2% | +35.1% | +27.3% |
| 3Y | +2.0% | +72.2% | -70.2% | -15.5% |
| 5Y | +29.8% | +33.2% | -3.4% | +13.7% |
| All | +29.8% | +33.2% | -3.4% | +13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling