+11,144.7%
DLTR vs RGEN
+8,280.0%
+2,864.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.3% |
| 7D | +2.5% | -4.9% | +7.4% | +2.7% |
| 30D | +2.1% | +5.7% | -3.6% | +1.8% |
| 3M | +20.3% | +32.4% | -12.2% | +18.7% |
| 6M | +11.5% | +33.2% | -21.7% | +10.0% |
| YTD | +6.8% | +2.3% | +4.6% | +6.5% |
| 1Y | +31.1% | +39.0% | -7.9% | +28.9% |
| 3Y | +10.7% | -4.6% | +15.3% | +9.6% |
| 5Y | +41.6% | -42.7% | +84.3% | +41.5% |
| 10Y | +58.1% | +433.6% | -375.5% | +45.5% |
| All | +11,144.7% | +8,280.0% | +2,864.7% | +8,912.4% |
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 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