+813.0%
DLTR vs BNS
+1,476.3%
-663.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -9.4% | -2.2% | -7.3% | -8.7% |
| 30D | -7.3% | +4.5% | -11.8% | -8.9% |
| 3M | +7.6% | +14.9% | -7.3% | +2.1% |
| 6M | +1.6% | +32.5% | -30.9% | -8.3% |
| YTD | -3.5% | +28.6% | -32.1% | -12.2% |
| 1Y | +20.0% | +48.4% | -28.3% | +3.9% |
| 3Y | +2.3% | +130.8% | -128.5% | -25.1% |
| 5Y | +31.5% | +94.8% | -63.3% | +1.5% |
| 10Y | +45.4% | +184.3% | -139.0% | -4.3% |
| All | +813.0% | +1,476.3% | -663.3% | +78.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling