+25.8%
DLTR vs BUD
+47.9%
-22.1%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.1% |
| 7D | +2.4% | -1.6% | +4.0% | +2.8% |
| 30D | +21.5% | +6.7% | +14.8% | +19.8% |
| 3M | +9.8% | +5.9% | +4.0% | +8.5% |
| 6M | +58.6% | +5.1% | +53.6% | +56.5% |
| YTD | +14.8% | +32.9% | -18.0% | +8.8% |
| 1Y | +33.0% | +31.8% | +1.2% | +26.1% |
| All | +25.8% | +47.9% | -22.1% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling