+36.7%
DLTR vs REPL
-19.2%
+56.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.4% |
| 7D | -10.1% | -14.1% | +4.0% | -9.7% |
| 30D | -8.1% | -15.2% | +7.1% | -7.8% |
| 3M | +2.9% | +49.9% | -47.0% | +0.6% |
| 6M | +4.3% | +63.5% | -59.2% | -0.7% |
| YTD | -3.9% | +32.9% | -36.9% | -8.1% |
| 1Y | +18.9% | +115.0% | -96.1% | +10.0% |
| 3Y | +1.9% | -34.7% | +36.6% | -7.7% |
| 5Y | +31.0% | -59.7% | +90.6% | +20.1% |
| All | +36.7% | -19.2% | +56.0% | +12.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling