+32.4%
DLTR vs RUN
-81.0%
+113.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.4% |
| 7D | -10.1% | -3.7% | -6.4% | -9.8% |
| 30D | -8.1% | -13.0% | +4.9% | -7.2% |
| 3M | +2.9% | -31.8% | +34.6% | +5.6% |
| 6M | +4.3% | -32.2% | +36.6% | +6.9% |
| YTD | -3.9% | -53.5% | +49.5% | +0.1% |
| 1Y | +18.9% | -46.5% | +65.4% | +21.8% |
| 3Y | +1.9% | -37.6% | +39.5% | -5.5% |
| All | +32.4% | -81.0% | +113.4% | +25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling