+43,271.4%
RMD vs DLTR
+9,432.2%
+33,839.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.5% | +0.6% |
| 7D | +2.1% | +5.3% | -3.2% | +1.2% |
| 30D | +2.1% | +13.4% | -11.3% | -0.1% |
| 3M | +6.2% | +6.6% | -0.4% | +4.8% |
| 6M | +19.4% | +59.1% | -39.7% | +9.9% |
| YTD | +0.5% | +12.3% | -11.7% | -2.4% |
| 1Y | -3.9% | +33.9% | -37.8% | -9.5% |
| 3Y | +72.5% | +23.0% | +49.5% | +60.5% |
| 5Y | -1.5% | +22.1% | -23.6% | -9.8% |
| 10Y | +345.8% | +77.5% | +268.3% | +268.7% |
| All | +43,271.4% | +9,432.2% | +33,839.2% | +13,172.1% |
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