+1.9%
DLTR vs RNG
+119.8%
-117.8%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -10.1% | -6.1% | -4.0% | -9.3% |
| 30D | -8.1% | +9.6% | -17.7% | -9.3% |
| 3M | +2.9% | +83.3% | -80.5% | -5.9% |
| 6M | +4.3% | +77.9% | -73.6% | -5.3% |
| YTD | -3.9% | +139.9% | -143.9% | -18.0% |
| 1Y | +18.9% | +121.7% | -102.8% | +2.6% |
| 3Y | +1.9% | +121.9% | -120.0% | -15.5% |
| All | +1.9% | +119.8% | -117.8% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RNG.
Daily Out/Under-Performance
Portfolio return minus RNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RNG 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 3y: compounded portfolio wealth divided by compounded RNG 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…
3y analysis · Full analysis span regression · 6 months rolling