+43.4%
DLTR vs RSG
+428.9%
-385.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | -10.1% | 0.0% | -10.1% | -10.1% |
| 30D | -8.1% | +4.0% | -12.1% | -9.6% |
| 3M | +2.9% | +7.4% | -4.5% | -0.2% |
| 6M | +4.3% | +0.1% | +4.2% | +3.9% |
| YTD | -3.9% | +6.0% | -10.0% | -7.1% |
| 1Y | +18.9% | -3.0% | +21.9% | +19.6% |
| 3Y | +1.9% | +56.5% | -54.6% | -21.6% |
| 5Y | +31.0% | +90.9% | -59.9% | -11.0% |
| All | +43.4% | +428.9% | -385.5% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 10y: compounded portfolio wealth divided by compounded RSG 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…
10y analysis · Full analysis span regression · 6 months rolling