+1,144.5%
RSP vs DLTR
+1,544.5%
-400.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.7% |
| 7D | +2.4% | +5.3% | -2.9% | +1.1% |
| 30D | +4.3% | +13.4% | -9.1% | +1.0% |
| 3M | -0.3% | +6.6% | -6.9% | -2.3% |
| 6M | +9.8% | +59.1% | -49.3% | -2.8% |
| YTD | +16.8% | +12.3% | +4.6% | +11.7% |
| 1Y | +19.5% | +33.9% | -14.4% | +9.2% |
| 3Y | +65.1% | +23.0% | +42.1% | +48.0% |
| 5Y | +48.7% | +22.1% | +26.6% | +29.2% |
| 10Y | +213.6% | +77.5% | +136.1% | +130.1% |
| All | +1,144.5% | +1,544.5% | -400.0% | +341.7% |
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 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