+43.4%
DLTR vs RBA
+206.5%
-163.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.8% | -4.2% | -1.3% |
| 7D | -10.1% | +0.1% | -10.2% | -10.1% |
| 30D | -8.1% | -2.9% | -5.2% | -7.6% |
| 3M | +2.9% | -20.9% | +23.8% | +8.0% |
| 6M | +4.3% | -17.7% | +22.0% | +8.4% |
| YTD | -3.9% | -18.2% | +14.2% | -0.6% |
| 1Y | +18.9% | -29.1% | +48.0% | +27.2% |
| 3Y | +1.9% | +29.5% | -27.6% | -6.5% |
| 5Y | +31.0% | +40.2% | -9.2% | +15.1% |
| All | +43.4% | +206.5% | -163.0% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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