+76.3%
DLTR vs RCAT
-99.8%
+176.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.2% | -2.2% |
| 7D | +5.3% | -5.9% | +11.2% | +5.3% |
| 30D | +13.4% | -19.7% | +33.1% | +13.5% |
| 3M | +6.6% | -62.9% | +69.5% | +6.9% |
| 6M | +59.1% | -59.6% | +118.7% | +59.4% |
| YTD | +12.3% | -52.1% | +64.3% | +12.4% |
| 1Y | +33.9% | -50.9% | +84.8% | +34.0% |
| 3Y | +23.0% | +333.8% | -310.8% | +22.2% |
| 5Y | +22.1% | +40.7% | -18.6% | +21.4% |
| All | +76.3% | -99.8% | +176.1% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling