-1.4%
RMD vs DLTR
+45.2%
-46.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +9.6% | -3.7% | +4.5% |
| 7D | -3.9% | +15.6% | -19.4% | -5.8% |
| 30D | +7.9% | +29.9% | -22.0% | +4.2% |
| 3M | +8.1% | +12.5% | -4.4% | +6.2% |
| 6M | +15.5% | +56.3% | -40.8% | +8.7% |
| YTD | +0.7% | +19.5% | -18.8% | -1.8% |
| 1Y | -1.4% | +44.0% | -45.4% | -6.1% |
| All | -1.4% | +45.2% | -46.6% | -6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling