+11,144.7%
DLTR vs BN
+19,006.8%
-7,862.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +2.5% | -2.5% | +4.9% | +3.1% |
| 30D | +2.1% | -9.5% | +11.6% | +4.9% |
| 3M | +20.3% | -10.4% | +30.7% | +23.9% |
| 6M | +11.5% | -6.4% | +17.9% | +13.3% |
| YTD | +6.8% | -11.9% | +18.7% | +10.2% |
| 1Y | +31.1% | -8.6% | +39.7% | +33.7% |
| 3Y | +10.7% | +77.6% | -66.9% | -7.9% |
| 5Y | +41.6% | +37.0% | +4.6% | +24.1% |
| 10Y | +58.1% | +266.4% | -208.3% | +2.5% |
| All | +11,144.7% | +19,006.8% | -7,862.0% | +3,140.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling