+45.0%
DLTR vs RACE
+783.2%
-738.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.7% | -4.3% |
| 7D | -10.2% | -2.6% | -7.6% | -9.5% |
| 30D | -8.5% | -1.1% | -7.4% | -8.3% |
| 3M | +5.6% | +12.5% | -7.0% | +1.7% |
| 6M | +2.2% | +17.4% | -15.2% | -2.8% |
| YTD | -3.8% | +10.1% | -13.9% | -7.0% |
| 1Y | +22.9% | -15.1% | +38.1% | +26.8% |
| 3Y | +2.0% | +38.9% | -36.9% | -12.8% |
| 5Y | +29.8% | +90.7% | -60.9% | -1.7% |
| 10Y | +45.0% | +801.8% | -756.8% | -27.0% |
| All | +45.0% | +783.2% | -738.1% | -27.0% |
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