+7,152.5%
RTX vs DLTR
+12,235.8%
-5,083.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.5% |
| 7D | +4.8% | +5.3% | -0.5% | +3.9% |
| 30D | +6.5% | +13.4% | -6.9% | +4.1% |
| 3M | -9.6% | +6.6% | -16.2% | -10.9% |
| 6M | +12.3% | +59.1% | -46.7% | +2.8% |
| YTD | +9.5% | +12.3% | -2.8% | +5.9% |
| 1Y | +15.8% | +33.9% | -18.0% | +8.6% |
| 3Y | +157.0% | +23.0% | +134.0% | +136.7% |
| 5Y | +148.8% | +22.1% | +126.7% | +124.2% |
| 10Y | +264.0% | +77.5% | +186.6% | +197.1% |
| All | +7,152.5% | +12,235.8% | -5,083.3% | +3,389.9% |
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