+29.8%
DLTR vs RBA
+39.8%
-10.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.7% | -3.9% | -4.4% |
| 7D | -10.2% | -1.9% | -8.4% | -9.9% |
| 30D | -8.5% | -13.0% | +4.5% | -6.4% |
| 3M | +5.6% | -23.1% | +28.7% | +10.0% |
| 6M | +2.2% | -22.6% | +24.8% | +6.3% |
| YTD | -3.8% | -20.4% | +16.6% | -0.8% |
| 1Y | +22.9% | -29.6% | +52.5% | +29.0% |
| 3Y | +2.0% | +26.6% | -24.5% | -2.2% |
| 5Y | +29.8% | +38.2% | -8.4% | +24.8% |
| All | +29.8% | +39.8% | -10.0% | +24.8% |
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 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