+782.1%
DLTR vs BRKR
+172.5%
+609.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -10.1% | -8.7% | -1.4% | -9.0% |
| 30D | -8.1% | -9.9% | +1.7% | -7.0% |
| 3M | +2.9% | -3.1% | +5.9% | +2.3% |
| 6M | +4.3% | +45.5% | -41.2% | -1.5% |
| YTD | -3.9% | +13.7% | -17.6% | -6.8% |
| 1Y | +18.9% | +67.4% | -48.5% | +9.6% |
| 3Y | +1.9% | -13.2% | +15.1% | +0.2% |
| 5Y | +31.0% | -39.5% | +70.5% | +32.8% |
| 10Y | +44.8% | +153.5% | -108.7% | +22.6% |
| All | +782.1% | +172.5% | +609.7% | +549.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling