+57.9%
DLTR vs RUN
-29.4%
+87.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.7% | -9.3% | -5.9% |
| 7D | -5.8% | +10.2% | -16.0% | -6.6% |
| 30D | -5.2% | -9.6% | +4.4% | -4.6% |
| 3M | +15.2% | -31.5% | +46.7% | +18.1% |
| 6M | +7.1% | -18.7% | +25.8% | +8.1% |
| YTD | +0.8% | -49.9% | +50.7% | +4.5% |
| 1Y | +24.8% | -45.5% | +70.3% | +27.7% |
| 3Y | +6.9% | -34.1% | +41.0% | -0.6% |
| 5Y | +33.2% | -79.4% | +112.7% | +29.0% |
| 10Y | +51.6% | +48.9% | +2.6% | +23.7% |
| All | +57.9% | -29.4% | +87.3% | +30.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling