+44.0%
DLTR vs RVTY
+74.0%
-30.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.5% | +12.1% | +10.0% |
| 7D | +15.6% | -3.6% | +19.2% | +16.3% |
| 30D | +29.9% | +1.4% | +28.5% | +29.2% |
| 3M | +12.5% | +43.2% | -30.7% | +1.9% |
| 6M | +56.3% | +84.5% | -28.2% | +30.0% |
| YTD | +19.5% | +65.2% | -45.7% | +0.3% |
| 1Y | +44.0% | +74.3% | -30.3% | +15.8% |
| All | +44.0% | +74.0% | -30.0% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling