+2.3%
DLTR vs RUN
-38.5%
+40.8%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.2% | +0.4% |
| 7D | -9.4% | -3.4% | -6.1% | -9.2% |
| 30D | -7.3% | -14.0% | +6.6% | -6.3% |
| 3M | +7.6% | -27.5% | +35.0% | +10.0% |
| 6M | +1.6% | -29.0% | +30.5% | +3.8% |
| YTD | -3.5% | -53.1% | +49.6% | +0.5% |
| 1Y | +20.0% | -46.7% | +66.8% | +23.1% |
| All | +2.3% | -38.5% | +40.8% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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