+65.3%
DLTR vs REPL
+36.1%
+29.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.4% | +7.9% | +1.6% |
| 7D | -2.8% | +5.3% | -8.1% | -2.9% |
| 30D | +21.5% | +66.6% | -45.1% | +19.8% |
| 3M | +11.6% | +59.6% | -48.0% | +10.1% |
| 6M | +58.7% | +482.4% | -423.6% | +47.9% |
| YTD | +16.2% | +124.1% | -107.9% | +9.5% |
| 1Y | +34.8% | +138.6% | -103.7% | +26.8% |
| 3Y | +25.3% | +96.0% | -70.8% | +7.6% |
| 5Y | +25.8% | -35.4% | +61.2% | +14.2% |
| All | +65.3% | +36.1% | +29.2% | +34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling