+33.9%
DLTR vs RACE
-1.0%
+34.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.6% | -2.9% |
| 7D | +5.3% | -1.2% | +6.5% | +5.9% |
| 30D | +13.4% | +6.1% | +7.3% | +10.8% |
| 3M | +6.6% | -0.3% | +6.9% | +6.5% |
| 6M | +59.1% | +23.4% | +35.6% | +42.0% |
| YTD | +12.3% | +12.5% | -0.3% | +6.1% |
| 1Y | +33.9% | -0.5% | +34.3% | +42.0% |
| All | +33.9% | -1.0% | +34.8% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling