+50.5%
RSP vs DLTR
+27.2%
+23.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.6% | +3.6% | -0.3% |
| 7D | -1.8% | -10.2% | +8.4% | -0.3% |
| 30D | -2.5% | -8.5% | +6.0% | -1.4% |
| 3M | +3.0% | +5.6% | -2.6% | +2.0% |
| 6M | +8.9% | +2.2% | +6.7% | +7.9% |
| YTD | +13.0% | -3.8% | +16.7% | +12.7% |
| 1Y | +16.2% | +22.9% | -6.7% | +11.5% |
| 3Y | +52.7% | +2.0% | +50.7% | +48.3% |
| 5Y | +50.5% | +29.8% | +20.7% | +45.8% |
| All | +50.5% | +27.2% | +23.3% | +45.8% |
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