+12.7%
DLTR vs RACE
+40.8%
-28.1%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.7% |
| 7D | +2.5% | -2.5% | +5.0% | +3.0% |
| 30D | +2.1% | +0.8% | +1.3% | +1.8% |
| 3M | +20.3% | +17.2% | +3.1% | +16.1% |
| 6M | +11.5% | +13.6% | -2.1% | +7.8% |
| YTD | +6.8% | +12.2% | -5.4% | +3.4% |
| 1Y | +31.1% | -16.3% | +47.4% | +30.7% |
| All | +12.7% | +40.8% | -28.1% | -7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling