+36.0%
DLTR vs RL
+244.9%
-208.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.5% | -5.3% |
| 7D | -5.8% | +1.9% | -7.7% | -6.4% |
| 30D | -5.2% | -12.2% | +7.0% | -1.4% |
| 3M | +15.2% | -6.6% | +21.8% | +17.4% |
| 6M | +7.1% | +3.2% | +4.0% | +5.2% |
| YTD | +0.8% | -1.3% | +2.1% | +0.3% |
| 1Y | +24.8% | +13.6% | +11.2% | +19.0% |
| 3Y | +6.9% | +210.9% | -204.0% | -25.2% |
| All | +36.0% | +244.9% | -208.9% | -9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling