+44.0%
DLTR vs BNS
+52.0%
-8.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.0% | +6.7% | +8.8% |
| 7D | +15.6% | +2.0% | +13.6% | +14.9% |
| 30D | +29.9% | +7.8% | +22.1% | +27.7% |
| 3M | +12.5% | +11.7% | +0.8% | +9.7% |
| 6M | +56.3% | +28.2% | +28.1% | +41.8% |
| YTD | +19.5% | +34.8% | -15.3% | +3.3% |
| 1Y | +44.0% | +51.1% | -7.0% | +12.0% |
| All | +44.0% | +52.0% | -8.0% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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