+32.4%
DLTR vs BRKR
-39.7%
+72.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -10.1% | -8.7% | -1.4% | -8.5% |
| 30D | -8.1% | -9.9% | +1.7% | -6.4% |
| 3M | +2.9% | -3.1% | +5.9% | +1.6% |
| 6M | +4.3% | +45.5% | -41.2% | -5.4% |
| YTD | -3.9% | +13.7% | -17.6% | -9.1% |
| 1Y | +18.9% | +67.4% | -48.5% | +3.3% |
| 3Y | +1.9% | -13.2% | +15.1% | -2.3% |
| All | +32.4% | -39.7% | +72.1% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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