+1,127.7%
RSP vs DLTR
+1,465.1%
-337.4%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -0.8% | +2.5% | -3.2% | -1.4% |
| 30D | -0.3% | +2.1% | -2.4% | -0.9% |
| 3M | +4.3% | +20.3% | -16.0% | -0.5% |
| 6M | +8.8% | +11.5% | -2.7% | +4.9% |
| YTD | +15.3% | +6.8% | +8.4% | +11.9% |
| 1Y | +18.3% | +31.1% | -12.8% | +8.8% |
| 3Y | +52.8% | +10.7% | +42.1% | +41.0% |
| 5Y | +51.7% | +41.6% | +10.1% | +26.2% |
| 10Y | +208.5% | +58.1% | +150.3% | +134.0% |
| All | +1,127.7% | +1,465.1% | -337.4% | +342.6% |
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