+33.0%
DLTR vs RBA
-5.6%
+38.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.3% | -0.8% |
| 7D | +2.4% | -0.5% | +3.0% | +2.6% |
| 30D | +21.5% | +6.8% | +14.6% | +19.9% |
| 3M | +9.8% | +9.5% | +0.4% | +7.9% |
| 6M | +58.6% | -8.2% | +66.9% | +61.1% |
| YTD | +14.8% | -7.7% | +22.6% | +4.3% |
| 1Y | +33.0% | -6.9% | +40.0% | +18.8% |
| All | +33.0% | -5.6% | +38.6% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling