+2,149.9%
DLTR vs RBA
+4,118.8%
-1,968.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.5% |
| 7D | +5.0% | +3.2% | +1.8% | +4.4% |
| 30D | +18.7% | +12.0% | +6.7% | +16.0% |
| 3M | +8.9% | +2.9% | +6.0% | +8.0% |
| 6M | +49.4% | -6.3% | +55.7% | +50.7% |
| YTD | +14.5% | -5.9% | +20.4% | +14.8% |
| 1Y | +32.5% | -3.9% | +36.4% | +32.3% |
| 3Y | +23.4% | +64.9% | -41.4% | +9.3% |
| 5Y | +26.2% | +48.5% | -22.3% | +11.8% |
| 10Y | +82.4% | +211.8% | -129.4% | +34.3% |
| All | +2,149.9% | +4,118.8% | -1,968.9% | +624.0% |
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