+31.5%
DLTR vs RGEN
-44.2%
+75.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.3% |
| 7D | -9.4% | -2.9% | -6.5% | -9.1% |
| 30D | -7.3% | -0.1% | -7.3% | -7.5% |
| 3M | +7.6% | +25.9% | -18.4% | +3.6% |
| 6M | +1.6% | +35.2% | -33.6% | -3.3% |
| YTD | -3.5% | +0.5% | -4.0% | -4.9% |
| 1Y | +20.0% | +37.0% | -16.9% | +13.4% |
| 3Y | +2.3% | +2.0% | +0.3% | -2.4% |
| 5Y | +31.5% | -44.2% | +75.7% | +27.2% |
| All | +31.5% | -44.2% | +75.8% | +27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling