+318.6%
DLTR vs TRGP
+2,242.0%
-1,923.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -4.4% |
| 7D | -10.2% | -0.7% | -9.5% | -10.2% |
| 30D | -8.5% | +9.5% | -17.9% | -9.5% |
| 3M | +5.6% | +10.8% | -5.3% | +4.0% |
| 6M | +2.2% | +25.3% | -23.1% | -1.1% |
| YTD | -3.8% | +60.3% | -64.0% | -9.8% |
| 1Y | +22.9% | +84.6% | -61.6% | +13.0% |
| 3Y | +2.0% | +264.4% | -262.3% | -14.4% |
| 5Y | +29.8% | +636.6% | -606.8% | -0.5% |
| 10Y | +45.0% | +848.9% | -803.9% | -3.6% |
| All | +318.6% | +2,242.0% | -1,923.3% | +113.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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