+11,144.7%
DLTR vs RVTY
+2,574.5%
+8,570.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +2.5% | +1.1% | +1.4% | +2.2% |
| 30D | +2.1% | +13.2% | -11.1% | -1.0% |
| 3M | +20.3% | +27.2% | -7.0% | +13.2% |
| 6M | +11.5% | +32.4% | -20.9% | +3.8% |
| YTD | +6.8% | +34.9% | -28.0% | -1.3% |
| 1Y | +31.1% | +52.4% | -21.3% | +17.4% |
| 3Y | +10.7% | +12.3% | -1.6% | +4.3% |
| 5Y | +41.6% | -30.8% | +72.4% | +46.5% |
| 10Y | +58.1% | +150.7% | -92.6% | +18.7% |
| All | +11,144.7% | +2,574.5% | +8,570.3% | +3,814.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling