+58.6%
DLTR vs RBA
-9.1%
+67.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.3% | -0.7% |
| 7D | +2.4% | -0.5% | +3.0% | +2.6% |
| 30D | +21.5% | +6.8% | +14.6% | +19.6% |
| 3M | +9.8% | +9.5% | +0.4% | +7.7% |
| 6M | +58.6% | -8.2% | +66.9% | +56.9% |
| All | +58.6% | -9.1% | +67.8% | +56.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling