+1,230.5%
DLTR vs RSG
+2,015.5%
-785.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -10.1% | 0.0% | -10.1% | -10.1% |
| 30D | -8.1% | +4.0% | -12.1% | -9.1% |
| 3M | +2.9% | +7.4% | -4.5% | +0.8% |
| 6M | +4.3% | +0.1% | +4.2% | +4.0% |
| YTD | -3.9% | +6.0% | -10.0% | -5.9% |
| 1Y | +18.9% | -3.0% | +21.9% | +19.4% |
| 3Y | +1.9% | +56.5% | -54.6% | -11.6% |
| 5Y | +31.0% | +90.9% | -59.9% | +6.9% |
| 10Y | +44.8% | +428.7% | -384.0% | -9.8% |
| All | +1,230.5% | +2,015.5% | -785.1% | +482.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling