+44.0%
DLTR vs REPL
+125.1%
-81.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.5% | +9.6% |
| 7D | +15.6% | +28.8% | -13.2% | +15.3% |
| 30D | +29.9% | +57.3% | -27.5% | +29.4% |
| 3M | +12.5% | +73.6% | -61.1% | +12.0% |
| 6M | +56.3% | +582.8% | -526.5% | +53.6% |
| YTD | +19.5% | +112.9% | -93.4% | +22.0% |
| 1Y | +44.0% | +130.7% | -86.6% | +44.7% |
| All | +44.0% | +125.1% | -81.1% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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