+18.9%
DLTR vs RCAT
-14.2%
+33.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.3% |
| 7D | -10.1% | -4.9% | -5.2% | -9.9% |
| 30D | -8.1% | -22.9% | +14.8% | -7.1% |
| 3M | +2.9% | -33.7% | +36.6% | +4.7% |
| 6M | +4.3% | -50.7% | +55.1% | +4.9% |
| YTD | -3.9% | +0.4% | -4.3% | -5.2% |
| 1Y | +18.9% | -27.6% | +46.5% | +20.4% |
| All | +18.9% | -14.2% | +33.1% | +20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling