+31.1%
DLTR vs RY
+46.1%
-15.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.6% |
| 7D | +2.5% | +3.1% | -0.7% | +0.8% |
| 30D | +2.1% | -0.3% | +2.4% | +2.2% |
| 3M | +20.3% | +8.7% | +11.6% | +12.5% |
| 6M | +11.5% | +28.5% | -17.0% | -8.8% |
| YTD | +6.8% | +25.1% | -18.3% | -11.9% |
| 1Y | +31.1% | +46.3% | -15.2% | -11.1% |
| All | +31.1% | +46.1% | -15.0% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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