+44.0%
DLTR vs RY
+46.4%
-2.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.0% | +6.6% | +7.9% |
| 7D | +15.6% | +2.5% | +13.1% | +14.0% |
| 30D | +29.9% | +8.4% | +21.4% | +24.6% |
| 3M | +12.5% | +1.2% | +11.2% | +11.6% |
| 6M | +56.3% | +19.4% | +36.9% | +35.8% |
| YTD | +19.5% | +25.4% | -5.9% | -1.6% |
| 1Y | +44.0% | +46.7% | -2.7% | -7.0% |
| All | +44.0% | +46.4% | -2.4% | -7.0% |
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