+2,106.0%
DLTR vs RBA
+4,075.0%
-1,969.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.5% |
| 7D | +5.3% | +1.7% | +3.5% | +4.9% |
| 30D | +13.4% | +8.3% | +5.1% | +11.6% |
| 3M | +6.6% | +10.5% | -3.9% | +4.3% |
| 6M | +59.1% | -5.9% | +64.9% | +60.3% |
| YTD | +12.3% | -6.9% | +19.1% | +12.8% |
| 1Y | +33.9% | -4.9% | +38.7% | +33.9% |
| 3Y | +23.0% | +64.5% | -41.5% | +9.0% |
| 5Y | +22.1% | +46.1% | -24.0% | +8.6% |
| 10Y | +77.5% | +208.2% | -130.8% | +30.9% |
| All | +2,106.0% | +4,075.0% | -1,969.0% | +611.3% |
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