+24.9%
DLTR vs RL
+243.2%
-218.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | +2.4% | +2.4% | +0.1% | +1.6% |
| 30D | +21.5% | +4.6% | +16.9% | +20.0% |
| 3M | +9.8% | -1.1% | +11.0% | +10.3% |
| 6M | +58.6% | +16.5% | +42.1% | +50.2% |
| YTD | +14.8% | +11.4% | +3.4% | +10.0% |
| 1Y | +33.0% | +16.1% | +17.0% | +25.9% |
| 3Y | +23.8% | +252.6% | -228.8% | -18.0% |
| 5Y | +24.9% | +244.9% | -219.9% | -20.1% |
| All | +24.9% | +243.2% | -218.2% | -20.1% |
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