+76.3%
DLTR vs RACE
+729.2%
-652.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.6% | -2.7% |
| 7D | +5.3% | -1.2% | +6.5% | +5.7% |
| 30D | +13.4% | +6.1% | +7.3% | +11.6% |
| 3M | +6.6% | -0.3% | +6.9% | +6.6% |
| 6M | +59.1% | +23.4% | +35.6% | +49.1% |
| YTD | +12.3% | +12.5% | -0.3% | +7.8% |
| 1Y | +33.9% | -0.5% | +34.3% | +33.0% |
| 3Y | +23.0% | +23.6% | -0.6% | +9.4% |
| 5Y | +22.1% | +65.4% | -43.3% | -3.4% |
| All | +76.3% | +729.2% | -652.9% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling