+44.0%
DLTR vs BUD
+38.4%
+5.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.1% | +6.5% | +8.2% |
| 7D | +15.6% | +3.3% | +12.3% | +14.0% |
| 30D | +29.9% | +11.8% | +18.0% | +24.4% |
| 3M | +12.5% | -1.1% | +13.6% | +12.5% |
| 6M | +56.3% | +14.9% | +41.4% | +45.6% |
| YTD | +19.5% | +32.6% | -13.1% | +2.2% |
| 1Y | +44.0% | +37.2% | +6.8% | +19.8% |
| All | +44.0% | +38.4% | +5.7% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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