+1.9%
DLTR vs RRX
+5.4%
-3.4%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -1.0% |
| 7D | -10.1% | -0.3% | -9.7% | -10.0% |
| 30D | -8.1% | -6.1% | -2.0% | -7.2% |
| 3M | +2.9% | -23.1% | +25.9% | +6.5% |
| 6M | +4.3% | -19.5% | +23.9% | +6.1% |
| YTD | -3.9% | +16.1% | -20.0% | -10.6% |
| 1Y | +18.9% | +12.9% | +6.0% | +10.9% |
| 3Y | +1.9% | +7.9% | -6.0% | -5.8% |
| All | +1.9% | +5.4% | -3.4% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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