+20.0%
DLTR vs RL
+9.4%
+10.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -9.4% | -2.2% | -7.3% | -8.6% |
| 30D | -7.3% | -15.3% | +8.0% | -1.3% |
| 3M | +7.6% | -10.3% | +17.9% | +11.8% |
| 6M | +1.6% | -2.2% | +3.8% | +0.9% |
| YTD | -3.5% | -4.3% | +0.8% | -3.5% |
| 1Y | +20.0% | +8.9% | +11.2% | +13.2% |
| All | +20.0% | +9.4% | +10.7% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 1y: compounded portfolio wealth divided by compounded RL 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…
1y analysis · Full analysis span regression · 6 months rolling