+24.9%
DLTR vs BUD
+50.1%
-25.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.1% |
| 7D | +2.4% | -1.6% | +4.0% | +2.9% |
| 30D | +21.5% | +6.7% | +14.8% | +19.4% |
| 3M | +9.8% | +5.9% | +4.0% | +8.2% |
| 6M | +58.6% | +5.1% | +53.6% | +56.2% |
| YTD | +14.8% | +32.9% | -18.0% | +6.2% |
| 1Y | +33.0% | +31.8% | +1.2% | +23.3% |
| 3Y | +23.8% | +47.4% | -23.5% | +9.3% |
| 5Y | +24.9% | +50.8% | -25.9% | +5.4% |
| All | +24.9% | +50.1% | -25.2% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling