+10,513.3%
DLTR vs RJF
+11,878.7%
-1,365.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.3% |
| 7D | -5.8% | +1.8% | -7.6% | -6.3% |
| 30D | -5.2% | 0.0% | -5.2% | -5.3% |
| 3M | +15.2% | +18.0% | -2.8% | +9.5% |
| 6M | +7.1% | +17.0% | -9.8% | +1.7% |
| YTD | +0.8% | +11.1% | -10.3% | -3.0% |
| 1Y | +24.8% | +8.0% | +16.8% | +21.0% |
| 3Y | +6.9% | +73.3% | -66.4% | -11.1% |
| 5Y | +33.2% | +107.4% | -74.2% | +3.6% |
| 10Y | +51.6% | +428.5% | -376.9% | -14.3% |
| All | +10,513.3% | +11,878.7% | -1,365.4% | +1,766.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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