+11,714.6%
DLTR vs RGEN
+8,289.5%
+3,425.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.0% | -2.3% |
| 7D | +5.3% | -3.3% | +8.6% | +5.4% |
| 30D | +13.4% | -5.8% | +19.2% | +13.7% |
| 3M | +6.6% | +0.2% | +6.4% | +6.4% |
| 6M | +59.1% | +56.8% | +2.3% | +55.8% |
| YTD | +12.3% | +2.4% | +9.9% | +11.7% |
| 1Y | +33.9% | +11.4% | +22.4% | +32.8% |
| 3Y | +23.0% | +15.2% | +7.8% | +21.0% |
| 5Y | +22.1% | -35.1% | +57.2% | +21.5% |
| 10Y | +77.5% | +419.6% | -342.2% | +63.3% |
| All | +11,714.6% | +8,289.5% | +3,425.1% | +9,359.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling