+25.8%
DLTR vs RBA
+47.4%
-21.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | -2.8% | +0.6% | -3.4% | -2.9% |
| 30D | +21.5% | +9.0% | +12.5% | +19.8% |
| 3M | +11.6% | +7.2% | +4.4% | +10.2% |
| 6M | +58.7% | -7.8% | +66.5% | +60.4% |
| YTD | +16.2% | -6.4% | +22.5% | +16.4% |
| 1Y | +34.8% | -4.2% | +39.0% | +34.6% |
| 3Y | +25.3% | +64.1% | -38.8% | +15.3% |
| 5Y | +25.8% | +48.4% | -22.6% | +32.5% |
| All | +25.8% | +47.4% | -21.5% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling