+41,132.7%
RMD vs DLTR
+8,972.5%
+32,160.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -5.0% | +2.5% | -7.4% | -5.4% |
| 30D | +2.2% | +2.1% | +0.2% | +1.8% |
| 3M | +17.8% | +20.3% | -2.4% | +14.2% |
| 6M | -11.3% | +11.5% | -22.8% | -13.5% |
| YTD | -4.4% | +6.8% | -11.3% | -6.3% |
| 1Y | -15.7% | +31.1% | -46.8% | -20.3% |
| 3Y | +47.7% | +10.7% | +37.1% | +40.1% |
| 5Y | -19.2% | +41.6% | -60.8% | -27.9% |
| 10Y | +280.4% | +58.1% | +222.3% | +221.1% |
| All | +41,132.7% | +8,972.5% | +32,160.3% | +12,648.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling