+652.2%
RGTI vs DLTR
+1.4%
+650.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | +0.5% | -10.1% | +10.5% | +4.9% |
| 30D | -17.1% | -8.1% | -9.0% | -14.6% |
| 3M | -26.0% | +2.9% | -28.8% | -28.1% |
| 6M | -9.9% | +4.3% | -14.2% | -14.2% |
| YTD | -31.1% | -3.9% | -27.1% | -32.2% |
| 1Y | -8.5% | +18.9% | -27.4% | -20.7% |
| 3Y | +652.2% | +1.9% | +650.3% | +449.7% |
| All | +652.2% | +1.4% | +650.8% | +449.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 3y: compounded portfolio wealth divided by compounded DLTR 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…
3y analysis · Full analysis span regression · 6 months rolling