+32.4%
DLTR vs BNS
+94.7%
-62.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -10.1% | -0.4% | -9.7% | -9.9% |
| 30D | -8.1% | +3.5% | -11.6% | -9.2% |
| 3M | +2.9% | +14.1% | -11.2% | -2.0% |
| 6M | +4.3% | +33.8% | -29.4% | -6.2% |
| YTD | -3.9% | +29.5% | -33.4% | -12.8% |
| 1Y | +18.9% | +48.4% | -29.5% | +2.8% |
| 3Y | +1.9% | +129.6% | -127.7% | -26.3% |
| All | +32.4% | +94.7% | -62.3% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling