+43.4%
DLTR vs RGEN
+415.7%
-372.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -10.1% | -1.4% | -8.6% | -9.9% |
| 30D | -8.1% | -0.3% | -7.8% | -8.2% |
| 3M | +2.9% | +23.9% | -21.0% | -0.6% |
| 6M | +4.3% | +38.5% | -34.2% | -0.9% |
| YTD | -3.9% | +0.8% | -4.7% | -5.1% |
| 1Y | +18.9% | +38.2% | -19.3% | +12.3% |
| 3Y | +1.9% | +1.3% | +0.6% | -2.5% |
| 5Y | +31.0% | -44.0% | +75.0% | +30.5% |
| All | +43.4% | +415.7% | -372.3% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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