+36.1%
DLTR vs RPRX
+57.8%
-21.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.3% | -0.3% | -4.8% |
| 7D | -5.8% | -2.8% | -3.0% | -5.4% |
| 30D | -5.2% | +7.2% | -12.4% | -6.1% |
| 3M | +15.2% | +10.9% | +4.3% | +13.5% |
| 6M | +7.1% | +34.6% | -27.4% | +2.9% |
| YTD | +0.8% | +59.0% | -58.1% | -5.3% |
| 1Y | +24.8% | +72.5% | -47.7% | +15.7% |
| 3Y | +6.9% | +124.1% | -117.2% | -5.3% |
| 5Y | +33.2% | +75.9% | -42.7% | +21.7% |
| All | +36.1% | +57.8% | -21.7% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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