+33.9%
DLTR vs RY
+38.8%
-4.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | +5.3% | +0.6% | +4.7% | +4.9% |
| 30D | +13.4% | +5.0% | +8.4% | +11.4% |
| 3M | +6.6% | -5.3% | +11.9% | +10.2% |
| 6M | +59.1% | +13.8% | +45.2% | +43.0% |
| YTD | +12.3% | +21.0% | -8.7% | -5.3% |
| 1Y | +33.9% | +40.5% | -6.6% | -12.9% |
| All | +33.9% | +38.8% | -4.9% | -12.9% |
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