+20.0%
DLTR vs RBA
-30.1%
+50.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | -9.4% | -3.3% | -6.2% | -8.8% |
| 30D | -7.3% | -9.8% | +2.4% | -5.4% |
| 3M | +7.6% | -23.5% | +31.0% | +13.4% |
| 6M | +1.6% | -21.5% | +23.1% | +6.4% |
| YTD | -3.5% | -21.2% | +17.6% | -4.1% |
| 1Y | +20.0% | -30.2% | +50.2% | +20.8% |
| All | +20.0% | -30.1% | +50.2% | +20.8% |
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