+31.5%
DLTR vs EQH
+12.7%
+18.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -5.7% | -0.4% | -5.0% |
| 7D | +4.5% | -3.1% | +7.6% | +5.3% |
| 30D | +18.7% | -2.9% | +21.6% | +19.7% |
| 3M | +7.1% | +3.1% | +4.0% | +6.8% |
| 6M | +47.2% | +21.8% | +25.4% | +41.5% |
| YTD | +12.1% | +13.3% | -1.2% | +9.8% |
| 1Y | +31.5% | +20.1% | +11.3% | +24.0% |
| All | +31.5% | +12.7% | +18.7% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling