-4.4%
RMD vs DLTR
+12.1%
-16.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.5% | +0.6% |
| 7D | +2.1% | +5.3% | -3.2% | +1.3% |
| 30D | +2.1% | +13.4% | -11.3% | +0.2% |
| 3M | +6.2% | +6.6% | -0.4% | +5.0% |
| 6M | +19.4% | +59.1% | -39.7% | +10.9% |
| YTD | +0.5% | +12.3% | -11.7% | -2.0% |
| 1Y | -3.9% | +33.9% | -37.8% | -8.8% |
| 3Y | +72.5% | +23.0% | +49.5% | +63.7% |
| All | -4.4% | +12.1% | -16.5% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling