+11,144.7%
DLTR vs BWA
+3,518.0%
+7,626.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.5% |
| 7D | +2.5% | +5.7% | -3.2% | +0.8% |
| 30D | +2.1% | +1.4% | +0.7% | +1.4% |
| 3M | +20.3% | -12.1% | +32.4% | +23.8% |
| 6M | +11.5% | +28.6% | -17.0% | +2.4% |
| YTD | +6.8% | +51.1% | -44.3% | -7.2% |
| 1Y | +31.1% | +55.9% | -24.8% | +12.7% |
| 3Y | +10.7% | +70.1% | -59.5% | -9.2% |
| 5Y | +41.6% | +90.7% | -49.1% | +9.6% |
| 10Y | +58.1% | +154.0% | -95.8% | +5.4% |
| All | +11,144.7% | +3,518.0% | +7,626.8% | +2,030.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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