+1,999.6%
DLTR vs RBA
+3,565.5%
-1,565.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +2.5% | -2.9% | +5.4% | +3.1% |
| 30D | +2.1% | -12.3% | +14.4% | +4.7% |
| 3M | +20.3% | -20.5% | +40.8% | +25.5% |
| 6M | +11.5% | -18.5% | +30.1% | +15.6% |
| YTD | +6.8% | -18.2% | +25.1% | +10.3% |
| 1Y | +31.1% | -27.5% | +58.6% | +38.6% |
| 3Y | +10.7% | +38.1% | -27.4% | +1.5% |
| 5Y | +41.6% | +44.8% | -3.2% | +25.9% |
| 10Y | +58.1% | +187.1% | -129.0% | +18.4% |
| All | +1,999.6% | +3,565.5% | -1,565.9% | +595.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling